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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.
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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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,098 |
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 | $35,165 | $65,376-46.2% | $87,100-59.6% | $65,185-46.1% |
| Participation rate | 99.2% | 75.3%+23.9pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | 18.08% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $659 | $1,822-63.8% | $2,521-73.9% | $2,177-69.7% |
| Participant deferral / active EE | $2,443 | $3,388-27.9% | $4,049-39.7% | $3,514-30.5% |
| Admin fee / account holder | $81 | $520-84.5% | $7,497-98.9% | $847-90.5% |