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 60 · EIN 04-2647786 | Sub-TA Fees | $51,517 |
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 | $114,195 | $89,652+27.4% | $141,162-19.1% | $65,185+75.2% |
| Participation rate | 95.4% | 74.7%+20.7pp | 82.5%+12.9pp | 70.2%+25.2pp |
| Annual return | 21.72% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,510 | $3,065-18.1% | $4,735-47.0% | $2,177+15.3% |
| Participant deferral / active EE | $10,017 | $5,691+76.0% | $6,709+49.3% | $3,514+185.1% |
| Admin fee / account holder | $118 | $569-79.2% | $10,261-98.8% | $847-86.1% |