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 | $600 |
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 | $94,517 | $70,908+33.3% | $98,907-4.4% | $73,488+28.6% |
| Participation rate | 77.5% | 73.8%+3.8pp | 76.0%+1.5pp | 70.7%+6.9pp |
| Annual return | 44.36% | 34.17%+10.2pp | 196.43%-152.1pp | 28.51%+15.8pp |
| Employer contribution / active EE | $8,982 | $2,036+341.1% | $2,689+234.0% | $2,270+295.6% |
| Participant deferral / active EE | $11,442 | $3,500+226.9% | $4,244+169.6% | $3,740+206.0% |
| Admin fee / account holder | $3 | $535-99.5% | $6,642-100.0% | $513-99.5% |