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 | $68,263 |
BENEFIT FUNDING SERVICES GROUP5+ years Service code 16 · EIN 20-8532658 | Consulting | $25,000 |
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 | $64,679 | $48,471+33.4% | $182,532-64.6% | $67,579-4.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.0%+22.0pp | 71.3%+28.7pp |
| Annual return | 22.21% | 31.08%-8.9pp | 148.54%-126.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,551 | $1,461+6.2% | $4,076-61.9% | $2,148-27.8% |
| Participant deferral / active EE | $4,329 | $3,324+30.2% | $5,524-21.6% | $3,539+22.3% |
| Admin fee / account holder | $127 | $151-16.1% | $8,592-98.5% | $142-10.9% |