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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,335 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $46,264 | $96,018-51.8% | $65,493-29.4% | $85,563-45.9% |
| Participation rate | 81.8% | 74.8%+7.0pp | 73.1%+8.7pp | 66.0%+15.8pp |
| Annual return | 12.96% | 14.51%-1.5pp | 982.45%-969.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $2,107 | $3,235-34.9% | $2,574-18.2% | $2,654-20.6% |
| Participant deferral / active EE | $3,395 | $4,055-16.3% | $3,961-14.3% | $4,375-22.4% |
| Admin fee / account holder | $167 | $271-38.3% | $5,028-96.7% | $834-80.0% |