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 60 · EIN 04-2647786 | Sub-TA Fees | $587 |
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 | $162,253 | $70,667+129.6% | $123,104+31.8% | $52,331+210.1% |
| Participation rate | 92.7% | 83.7%+9.0pp | 86.8%+5.9pp | 68.1%+24.6pp |
| Annual return | 0.66% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $3,660 | $2,946+24.2% | $5,151-28.9% | $1,882+94.5% |
| Participant deferral / active EE | $10,933 | $4,493+143.4% | $6,230+75.5% | $3,022+261.8% |
| Admin fee / account holder | $4 | $506-99.2% | $9,015-100.0% | $592-99.3% |