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 | $22,637 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $17,968 |
Form 5500 reported that benefits due were not provided when due.
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 | $54,718 | $48,570+12.7% | $130,648-58.1% | $72,985-25.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.08% | 38.63%-17.6pp | 1708.96%-1687.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,556 | $1,334+91.6% | $4,092-37.5% | $2,440+4.8% |
| Participant deferral / active EE | $5,783 | $2,384+142.6% | $3,603+60.5% | $3,607+60.3% |
| Admin fee / account holder | $292 | $3,549-91.8% | $5,464-94.7% | $5,124-94.3% |