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 | $9,481 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,877 | $65,118+25.7% | $76,768+6.7% | $55,725+46.9% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.0%+17.4pp | 70.9%+23.5pp |
| Annual return | -5.82% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,856 | $1,941-4.4% | $2,485-25.3% | $2,078-10.7% |
| Participant deferral / active EE | $7,200 | $3,688+95.2% | $3,852+86.9% | $3,356+114.6% |
| Admin fee / account holder | $13 | $116-88.5% | $6,675-99.8% | $115-88.5% |