Filed May 17, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $8,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,578 | $82,978-0.5% | $129,995-36.5% | $71,457+15.6% |
| Participation rate | 96.8% | 74.1%+22.7pp | 78.5%+18.3pp | 67.9%+28.9pp |
| Annual return | 16.79% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,901 | $2,622-27.5% | $4,320-56.0% | $2,588-26.5% |
| Participant deferral / active EE | $6,786 | $4,432+53.1% | $5,820+16.6% | $4,289+58.2% |
| Admin fee / account holder | $40 | $1,729-97.7% | $10,614-99.6% | $1,587-97.5% |