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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $33,474 |
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 | $138,521 | $31,109+345.3% | $67,711+104.6% | $52,331+164.7% |
| Participation rate | 97.6% | 54.0%+43.6pp | 67.5%+30.1pp | 68.1%+29.5pp |
| Annual return | -1.21% | 23.70%-24.9pp | 25.41%-26.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $6,903 | $1,076+541.7% | $2,559+169.7% | $1,882+266.8% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $139 | $466-70.2% | $4,255-96.7% | $592-76.5% |