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 | $5,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,093 | $80,005-23.6% | $140,016-56.4% | $55,725+9.6% |
| Participation rate | 96.6% | 87.0%+9.6pp | 87.5%+9.1pp | 70.9%+25.7pp |
| Annual return | -5.11% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,935 | $3,403-43.1% | $5,606-65.5% | $2,078-6.9% |
| Participant deferral / active EE | $7,126 | $5,264+35.4% | $6,927+2.9% | $3,356+112.4% |
| Admin fee / account holder | $11 | $116-90.7% | $10,705-99.9% | $115-90.6% |