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 | $10,024 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,155 | $75,388-38.8% | $123,544-62.6% | $55,725-17.2% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.3%+7.5pp | 70.9%+18.9pp |
| Annual return | -5.43% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,344 | $3,063-56.1% | $4,628-71.0% | $2,078-35.3% |
| Participant deferral / active EE | $2,686 | $5,651-52.5% | $6,426-58.2% | $3,356-19.9% |
| Admin fee / account holder | $35 | $120-71.1% | $9,284-99.6% | $115-69.9% |