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 47-1411118 | Advisory (Plan) | $27,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,788 | $63,114+99.3% | $92,893+35.4% | $65,185+93.0% |
| Participation rate | 71.5% | 68.8%+2.8pp | 76.0%-4.5pp | 70.2%+1.3pp |
| Annual return | 18.85% | 28.75%-9.9pp | 109.41%-90.6pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,103 | $2,571+20.7% | $3,653-15.1% | $2,177+42.5% |
| Participant deferral / active EE | $7,827 | $3,108+151.8% | $4,236+84.8% | $3,514+122.8% |
| Admin fee / account holder | $504 | $624-19.2% | $5,794-91.3% | $847-40.5% |