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 13 · EIN 06-1050034 | Contract Administrator | $13,035 |
BENEFIT FUNDING SERVICES GROUP4+ years Service code 16 · EIN 20-8532658 | Consulting | $12,500 |
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 | $48,415 | $42,810+13.1% | $169,463-71.4% | $55,725-13.1% |
| Participation rate | 99.3% | 64.7%+34.6pp | 77.8%+21.5pp | 70.9%+28.4pp |
| Annual return | -3.48% | -3.61%+0.1pp | 1.83%-5.3pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,547 | $1,402+10.3% | $4,159-62.8% | $2,078-25.6% |
| Participant deferral / active EE | $4,107 | $3,141+30.7% | $5,277-22.2% | $3,356+22.4% |
| Admin fee / account holder | $84 | $106-21.0% | $9,109-99.1% | $115-27.0% |