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 |
|---|---|---|
TRG ADVISORS, INC.1 year Service code 13 1060 WOODCOCK ROAD · ORLANDO, FL 32803 | Contract Administrator | $29,107 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,342 |
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 | $72,487 | $76,000-4.6% | $154,107-53.0% | $64,186+12.9% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -4.67% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,352 | $3,351+29.9% | $5,298-17.9% | $2,381+82.8% |
| Participant deferral / active EE | $4,456 | $3,175+40.3% | $5,081-12.3% | $3,470+28.4% |
| Admin fee / account holder | $233 | $5,596-95.8% | $13,411-98.3% | $4,888-95.2% |