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 | -$1,764 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,894 | $98,750+192.6% | $149,696+93.0% | $79,858+261.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.64% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $10,529 | $3,216+227.3% | $4,644+126.7% | $2,471+326.1% |
| Participant deferral / active EE | $10,526 | $5,680+85.3% | $6,842+53.8% | $3,740+181.4% |
| Admin fee / account holder | $105 | $6,053-98.3% | $9,309-98.9% | $5,306-98.0% |