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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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,180 | $47,648-43.0% | $130,648-79.2% | $67,579-59.8% |
| Participation rate | 44.4% | 60.4%-16.0pp | 71.7%-27.4pp | 71.3%-26.9pp |
| Annual return | 23.43% | 25.73%-2.3pp | 1708.96%-1685.5pp | 378.56%-355.1pp |
| Employer contribution / active EE | $325 | $1,408-76.9% | $4,092-92.1% | $2,148-84.9% |
| Participant deferral / active EE | $1,693 | $2,616-35.3% | $3,603-53.0% | $3,539-52.2% |
| Admin fee / account holder | $8 | $105-92.3% | $5,464-99.9% | $142-94.3% |