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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.
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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 27 · EIN 45-5608425 | Advisory (Plan) | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,650 |
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 | $65,356 | $88,122-25.8% | $141,162-53.7% | $67,579-3.3% |
| Participation rate | 83.1% | 76.5%+6.6pp | 82.5%+0.6pp | 71.3%+11.8pp |
| Annual return | 30.38% | 75.40%-45.0pp | 71.39%-41.0pp | 378.56%-348.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,307 | $5,958+22.6% | $6,709+8.9% | $3,539+106.4% |
| Admin fee / account holder | $112 | $131-14.2% | $10,261-98.9% | $142-21.1% |