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 |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,373 |
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 | $197,043 | $58,726+235.5% | $92,233+113.6% | $62,292+216.3% |
| Participation rate | 93.6% | 68.3%+25.3pp | 76.5%+17.2pp | 69.5%+24.1pp |
| Annual return | 15.91% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $4,470 | $2,392+86.9% | $3,679+21.5% | $2,042+118.9% |
| Participant deferral / active EE | $8,576 | $2,766+210.1% | $3,897+120.1% | $3,169+170.6% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |