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 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $35,636-100.0% | $358,154-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 1.82% | 7.18%-5.4pp | 2.24%-0.4pp | 7.18%-5.4pp |
| Employer contribution / active EE | $4,842 | $13,095-63.0% | $54,559-91.1% | $13,095-63.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $81-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $6,053-100.0% | $362-100.0% |