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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 27 · EIN 71-0294708 | Advisory (Plan) | $836 |
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 | $38,585 | $42,546-9.3% | $71,796-46.3% | $55,167-30.1% |
| Participation rate | 80.9% | 59.1%+21.8pp | 69.1%+11.8pp | 69.0%+11.9pp |
| Annual return | 9.32% | 12.36%-3.0pp | 78.04%-68.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $701 | $803-12.8% | $1,924-63.6% | $1,963-64.3% |
| Participant deferral / active EE | $1,911 | $2,064-7.4% | $2,794-31.6% | $3,054-37.4% |
| Admin fee / account holder | $6 | $650-99.1% | $4,815-99.9% | $504-98.9% |