See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TAWNEY, PLLC2 years Service code 16 · EIN 46-4585449 | Consulting | $3,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,346 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,356 | $51,288-3.8% | $81,983-39.8% | $73,409-32.8% |
| Participation rate | 72.4% | 64.0%+8.5pp | 69.2%+3.2pp | 72.2%+0.3pp |
| Annual return | 11.63% | 29.48%-17.8pp | 41.31%-29.7pp | 59.29%-47.7pp |
| Employer contribution / active EE | $697 | $1,487-53.1% | $2,498-72.1% | $2,234-68.8% |
| Participant deferral / active EE | $1,565 | $2,715-42.4% | $3,722-58.0% | $3,805-58.9% |
| Admin fee / account holder | $25 | $125-79.7% | $5,664-99.5% | $158-83.9% |