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 | $75,208 |
BENEFIT FUNDING SERVICES GROUP6+ years Service code 26 · EIN 20-8532658 | Advisory (Participants) | $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 | $86,378 | $56,152+53.8% | $185,823-53.5% | $73,409+17.7% |
| Participation rate | 99.6% | 67.6%+32.0pp | 78.0%+21.6pp | 72.2%+27.4pp |
| Annual return | 15.90% | 17.59%-1.7pp | 35.95%-20.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,679 | $1,532+9.6% | $4,087-58.9% | $2,234-24.8% |
| Participant deferral / active EE | $4,913 | $3,659+34.3% | $5,632-12.8% | $3,805+29.1% |
| Admin fee / account holder | $147 | $132+11.6% | $9,500-98.4% | $158-6.7% |