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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $31,081 | $46,173-32.7% | $170,442-81.8% | $69,631-55.4% |
| Participation rate | 89.7% | 63.9%+25.8pp | 83.6%+6.1pp | 70.7%+19.0pp |
| Annual return | 19.75% | 21.62%-1.9pp | 205.93%-186.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,460 | $1,610-9.3% | $5,433-73.1% | $2,032-28.2% |
| Participant deferral / active EE | $4,922 | $2,080+136.6% | $4,939-0.4% | $3,224+52.7% |
| Admin fee / account holder | $89 | $116-23.4% | $13,880-99.4% | $110-19.6% |