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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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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 12 · EIN 23-3038464 | Recordkeeping and information managem... | $2,044 |
Annual investment return 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 | $49,084 | $54,590-10.1% | $81,930-40.1% | $73,488-33.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 3.61% | 17.74%-14.1pp | 29.49%-25.9pp | 28.51%-24.9pp |
| Employer contribution / active EE | $758 | $1,636-53.7% | $4,310-82.4% | $2,270-66.6% |
| Participant deferral / active EE | $2,181 | $2,759-21.0% | $7,107-69.3% | $3,740-41.7% |
| Admin fee / account holder | $23 | $592-96.1% | $5,158-99.6% | $513-95.5% |