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 |
|---|---|---|
CARON & BLEFZER3+ years Service code 99 · EIN 05-0512742 | Other Fees | $0 |
GRP FINANCIAL1 year Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,804 | $51,466-5.2% | $78,778-38.0% | $62,292-21.7% |
| Participation rate | 77.5% | 59.8%+17.7pp | 69.2%+8.3pp | 69.5%+8.0pp |
| Annual return | 17.67% | 19.96%-2.3pp | 35.62%-17.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $194 | $827-76.6% | $1,986-90.2% | $2,042-90.5% |
| Participant deferral / active EE | $2,525 | $2,147+17.6% | $2,958-14.6% | $3,169-20.3% |
| Admin fee / account holder | $23 | $489-95.3% | $5,134-99.5% | $479-95.2% |