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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 61-1758632 | Advisory (Plan) | $5,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,895 | $82,664-65.0% | $125,339-76.9% | $68,494-57.8% |
| Participation rate | 84.1% | 75.0%+9.1pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,547 | $6,110+56.2% | $7,446+28.2% | $4,027+137.1% |
| Admin fee / account holder | $45 | $6,275-99.3% | $10,010-99.5% | $5,403-99.2% |