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 99 · EIN 04-2675571 | Other Fees | $48,252 |
MORNINGSTAR5+ years Service code 27 | Advisory (Plan) | $3,604 |
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 | $149,222 | $69,362+115.1% | $101,248+47.4% | $73,488+103.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.57% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $13,966 | $2,628+431.4% | $3,660+281.6% | $2,270+515.2% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $32 | $704-95.4% | $5,945-99.5% | $513-93.7% |