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 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $0 |
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 | $81,614 | $64,909+25.7% | $82,313-0.8% | $62,292+31.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.98% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $10,063 | $1,676+500.4% | $2,428+314.4% | $2,042+392.7% |
| Participant deferral / active EE | $2,636 | $3,103-15.0% | $3,706-28.9% | $3,169-16.8% |
| Admin fee / account holder | $369 | $440-16.0% | $5,608-93.4% | $479-23.0% |