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 | $12,211 |
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 | $131,059 | $80,753+62.3% | $136,294-3.8% | $62,292+110.4% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 19.87% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $3,094 | $2,884+7.3% | $4,695-34.1% | $2,042+51.5% |
| Participant deferral / active EE | $7,064 | $5,164+36.8% | $6,247+13.1% | $3,169+122.9% |
| Admin fee / account holder | $89 | $525-83.1% | $9,243-99.0% | $479-81.5% |