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 | $8,565 |
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 | $125,555 | $89,652+40.0% | $141,162-11.1% | $65,185+92.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 27.33% | 32.79%-5.5pp | 71.39%-44.1pp | 29.38%-2.1pp |
| Employer contribution / active EE | $7,340 | $3,065+139.5% | $4,735+55.0% | $2,177+237.2% |
| Participant deferral / active EE | $13,836 | $5,691+143.1% | $6,709+106.2% | $3,514+293.8% |
| Admin fee / account holder | $233 | $569-59.0% | $10,261-97.7% | $847-72.5% |