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 |
|---|---|---|
TEN CAPITAL INVESTMENT ADVISORS LLC3 years Service code 27 · EIN 42-4091726 | Advisory (Plan) | $18,894 |
RANDALL & HURLEY, INC.2 years Service code 12 · EIN 91-1661080 | Claims processing; Participant commun... | $1,953 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,879 | $98,750-55.6% | $149,696-70.7% | $79,858-45.1% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 17.36% | 27.43%-10.1pp | 276.60%-259.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $3,118 | $3,216-3.1% | $4,644-32.9% | $2,471+26.2% |
| Participant deferral / active EE | $6,104 | $5,680+7.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $200 | $6,053-96.7% | $9,309-97.8% | $5,306-96.2% |