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 | $550 |
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 | $155,727 | $71,802+116.9% | $133,980+16.2% | $57,658+170.1% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.1%+5.9pp | 70.2%+22.8pp |
| Annual return | 12.58% | 13.51%-0.9pp | 29.30%-16.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $3,325 | $3,161+5.2% | $5,211-36.2% | $1,974+68.4% |
| Participant deferral / active EE | $10,000 | $4,606+117.1% | $6,282+59.2% | $3,061+226.7% |
| Admin fee / account holder | $7 | $88-91.5% | $9,324-99.9% | $95-92.1% |