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 | $31,108 |
DAVENPORT & COMPANY LLC1+ years Service code 10 · EIN 54-1835842 | Accounting | $14,484 |
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 | $43,766 | $62,324-29.8% | $68,509-36.1% | $55,191-20.7% |
| Participation rate | 79.7% | 78.9%+0.8pp | 74.7%+5.0pp | 69.2%+10.5pp |
| Annual return | 1.34% | 4.26%-2.9pp | 8.27%-6.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $802 | $2,223-63.9% | $2,278-64.8% | $1,899-57.8% |
| Participant deferral / active EE | $2,796 | $3,425-18.4% | $3,382-17.3% | $3,046-8.2% |
| Admin fee / account holder | $68 | $91-25.4% | $5,275-98.7% | $91-24.9% |