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 | -$8,100 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,517 | $85,135-21.9% | $98,907-32.7% | $73,409-9.4% |
| Participation rate | 82.6% | 81.1%+1.5pp | 76.0%+6.6pp | 72.2%+10.5pp |
| Annual return | 14.70% | 19.14%-4.4pp | 196.43%-181.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,757 | $2,721-35.4% | $2,689-34.6% | $2,234-21.3% |
| Participant deferral / active EE | $3,596 | $4,349-17.3% | $4,244-15.3% | $3,805-5.5% |
| Admin fee / account holder | -$10 | $139-107.2% | $6,642-100.2% | $158-106.4% |