Filed October 1, 2020
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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 13-1624203 | Contract Administrator | $40,274 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,581 | $46,292-57.7% | $143,757-86.4% | $64,808-69.8% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -15.01% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,380 | $2,646+27.8% | $5,637-40.0% | $4,310-21.6% |
| Admin fee / account holder | $43 | $154-71.9% | $14,673-99.7% | $188-77.0% |