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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 15 · EIN 01-0233346 | Recordkeeping | $1,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,481 | $66,310-75.1% | $93,606-82.4% | $65,185-74.7% |
| Participation rate | 70.9% | 74.0%-3.1pp | 75.8%-5.0pp | 70.2%+0.7pp |
| Annual return | 19.67% | 42.58%-22.9pp | 32.76%-13.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,414 | $2,012-29.7% | $2,718-48.0% | $2,177-35.0% |
| Participant deferral / active EE | $1,794 | $3,342-46.3% | $4,069-55.9% | $3,514-48.9% |
| Admin fee / account holder | $154 | $6,897-97.8% | $7,888-98.1% | $847-81.9% |