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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 27 · EIN 43-1451524 | Advisory (Plan) | $19,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,047 | $79,013-50.6% | $100,391-61.1% | $74,495-47.6% |
| Participation rate | 84.1% | 79.5%+4.7pp | 81.5%+2.7pp | 67.2%+16.9pp |
| Annual return | 22.12% | 20.41%+1.7pp | 49.20%-27.1pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,094 | $7,760-21.5% | $8,082-24.6% | $4,346+40.2% |
| Admin fee / account holder | $257 | $1,320-80.5% | $7,899-96.7% | $1,942-86.8% |