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 27 · EIN 20-2675782 | Advisory (Plan) | $31,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,439 | $91,190-24.9% | $178,490-61.7% | $79,858-14.3% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 19.11% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,900 | $3,256-10.9% | $5,011-42.1% | $2,471+17.4% |
| Participant deferral / active EE | $3,584 | $3,236+10.7% | $5,202-31.1% | $3,740-4.2% |
| Admin fee / account holder | $340 | $6,751-95.0% | $13,984-97.6% | $5,306-93.6% |