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 27 · EIN 52-1480475 | Advisory (Plan) | $42,037 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $23,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,575 | $86,332-5.5% | $125,175-34.8% | $65,185+25.1% |
| Participation rate | 99.2% | 75.3%+23.9pp | 79.8%+19.4pp | 70.2%+29.0pp |
| Annual return | 20.07% | 27.43%-7.4pp | 43.79%-23.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $5,014 | $2,040+145.8% | $3,865+29.7% | $2,177+130.3% |
| Participant deferral / active EE | $1,955 | $3,537-44.7% | $4,937-60.4% | $3,514-44.3% |
| Admin fee / account holder | $470 | $609-22.9% | $9,702-95.2% | $847-44.6% |