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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.
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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 | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,218 | $47,922+38.2% | $75,886-12.7% | $65,185+1.6% |
| Participation rate | 62.1% | 63.0%-0.9pp | 69.3%-7.2pp | 70.2%-8.1pp |
| Annual return | 18.02% | 24.12%-6.1pp | 30.76%-12.7pp | 29.38%-11.4pp |
| Employer contribution / active EE | $763 | $1,557-51.0% | $2,500-69.5% | $2,177-65.0% |
| Participant deferral / active EE | $3,813 | $2,550+49.5% | $3,603+5.8% | $3,514+8.5% |
| Admin fee / account holder | $3 | $532-99.5% | $5,418-99.9% | $847-99.7% |