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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 38-2722519 | Advisory (Plan) | $32,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,696 | $185,342-71.0% | $111,297-51.8% | $86,799-38.1% |
| Participation rate | 64.2% | 81.0%-16.8pp | 77.3%-13.1pp | 72.3%-8.1pp |
| Annual return | 127.82% | 500.80%-373.0pp | 54.65%+73.2pp | 97.91%+29.9pp |
| Employer contribution / active EE | $632 | $2,246-71.9% | $2,731-76.9% | $2,405-73.7% |
| Participant deferral / active EE | $2,695 | $4,458-39.6% | $4,487-40.0% | $4,131-34.8% |
| Admin fee / account holder | $115 | $255-55.1% | $7,964-98.6% | $170-32.3% |