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 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $2,612 |
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 | $14,468 | $46,732-69.0% | $156,549-90.8% | $55,167-73.8% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.4pp |
| Annual return | 6.03% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,217 | $2,105-42.2% | $5,501-77.9% | $1,963-38.0% |
| Participant deferral / active EE | $1,046 | $2,204-52.5% | $4,871-78.5% | $3,054-65.7% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.1% |