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 64 · EIN 04-2647786 | Recordkeeping Fees | $43,073 |
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 | $151,174 | $52,953+185.5% | $172,739-12.5% | $65,185+131.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.23% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,953 | $2,190+171.9% | $5,143+15.8% | $2,177+173.5% |
| Participant deferral / active EE | $5,399 | $2,471+118.5% | $5,198+3.9% | $3,514+53.7% |
| Admin fee / account holder | $161 | $472-65.9% | $13,954-98.8% | $847-81.0% |