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 26 · EIN 71-0294708 | Advisory (Participants) | $5,558 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 99 · EIN 22-2446239 | Other Fees | $4,450 |
MORNINGSTAR3+ years Service code 26 | Advisory (Participants) | $3,554 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,004 |
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 | $76,651 | $66,302+15.6% | $110,238-30.5% | $56,287+36.2% |
| Participation rate | 89.9% | 74.9%+15.0pp | 79.8%+10.1pp | 69.9%+20.1pp |
| Annual return | -4.01% | -1.18%-2.8pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,813 | $2,047+37.4% | $3,826-26.5% | $2,111+33.2% |
| Participant deferral / active EE | $6,061 | $3,381+79.2% | $4,672+29.7% | $3,350+80.9% |
| Admin fee / account holder | $82 | $698-88.3% | $8,547-99.0% | $521-84.3% |