Industry81 - Other Services (except Public Administration)
Plan typeDefined contribution
Participants<25
Cohort50,218 peers
Snapshot2024
24
Participant deferral / active EE
$954
median $2,644
17
Employer contribution / active EE
$175
median $1,396
53
Participation rate
100.0%
median 87.5%
23
Avg account balance
$4,337
median $25,589
68
Admin fee / account holder
$0
median $163
36
Annual return
12.51%
median 12.72%
Overall peer rank
37of 100
37th percentileavg across 6 metrics
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.
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Plan features & details
Pension benefit codes2F2G2L2M2T3D
Plan features
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Opportunity flags
1 tripped
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.