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 37 · EIN 04-2647786 | Loan Processing | $1,330 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,988 | $52,519+431.2% | $155,790+79.1% | $59,632+367.8% |
| Participation rate | 90.3% | 61.7%+28.6pp | 76.1%+14.2pp | 68.7%+21.7pp |
| Annual return | 1.08% | 53.51%-52.4pp | 71.54%-70.5pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $9,799 | $1,589+516.6% | $3,836+155.4% | $2,203+344.9% |
| Participant deferral / active EE | $13,756 | $3,084+346.0% | $4,797+186.8% | $3,192+331.0% |
| Admin fee / account holder | $10 | $3,540-99.7% | $7,478-99.9% | $4,297-99.8% |