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 27 · EIN 43-1451524 | Advisory (Plan) | $26,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,766 | $78,422+119.0% | $95,952+79.0% | $79,858+115.1% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 11.26% | 19.37%-8.1pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,412 | $1,945+126.8% | $2,541+73.6% | $2,471+78.6% |
| Participant deferral / active EE | $11,926 | $3,440+246.7% | $4,167+186.2% | $3,740+218.9% |
| Admin fee / account holder | $352 | $5,622-93.7% | $6,795-94.8% | $5,306-93.4% |