Filed July 2, 2024
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,868 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,184 | $108,549+7.0% | $156,263-25.6% | $85,563+35.8% |
| Participation rate | 97.9% | 77.1%+20.8pp | 78.9%+19.0pp | 66.0%+32.0pp |
| Annual return | 20.06% | 21.79%-1.7pp | 59.47%-39.4pp | 31.51%-11.5pp |
| Employer contribution / active EE | $2,880 | $2,690+7.1% | $4,333-33.5% | $2,654+8.6% |
| Participant deferral / active EE | $6,079 | $4,800+26.6% | $6,158-1.3% | $4,375+38.9% |
| Admin fee / account holder | $182 | $650-72.0% | $14,255-98.7% | $834-78.2% |