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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 60 · EIN 04-2647786 | Sub-TA Fees | $3,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $77,003 | $78,339-1.7% | $85,682-10.1% | $93,030-17.2% |
| Participation rate | 22.9% | 72.5%-49.6pp | 69.9%-47.0pp | 73.9%-51.0pp |
| Annual return | 18.14% | 21.17%-3.0pp | 21.49%-3.3pp | 158.70%-140.6pp |
| Employer contribution / active EE | $915 | $2,560-64.3% | $2,618-65.1% | $2,706-66.2% |
| Participant deferral / active EE | $522 | $3,882-86.6% | $3,923-86.7% | $4,562-88.6% |
| Admin fee / account holder | $12 | $104-88.8% | $6,873-99.8% | $152-92.3% |