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 | -$33,581 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $260,844 | $44,425+487.2% | $67,834+284.5% | $55,167+372.8% |
| Participation rate | 93.0% | 59.7%+33.3pp | 68.8%+24.2pp | 69.0%+24.0pp |
| Annual return | 7.05% | 17.80%-10.7pp | 138.47%-131.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $7,625 | $1,351+464.2% | $2,403+217.2% | $1,963+288.5% |
| Participant deferral / active EE | $9,789 | $2,166+352.0% | $3,160+209.8% | $3,054+220.5% |
| Admin fee / account holder | -$167 | $530-131.5% | $4,622-103.6% | $504-133.2% |