Filed December 13, 2018
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 | $2,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,267 | $76,050+46.3% | $96,544+15.3% | $71,457+55.7% |
| Participation rate | 96.8% | 74.4%+22.4pp | 76.0%+20.8pp | 67.9%+28.9pp |
| Annual return | 19.89% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,816 | $2,244+25.5% | $2,965-5.0% | $2,588+8.8% |
| Participant deferral / active EE | $6,713 | $4,215+59.2% | $4,851+38.4% | $4,289+56.5% |
| Admin fee / account holder | $8 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |