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 |
|---|---|---|
MERCER1 year Service code 17 · EIN 30-0282430 | Pension Consulting | $61,250 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$88,100 |
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 | $197,129 | $78,419+151.4% | $133,956+47.2% | $73,409+168.5% |
| Participation rate | 95.1% | 78.6%+16.5pp | 79.8%+15.3pp | 72.2%+23.0pp |
| Annual return | 19.28% | 33.35%-14.1pp | 45.09%-25.8pp | 59.29%-40.0pp |
| Employer contribution / active EE | $6,236 | $2,044+205.2% | $3,919+59.1% | $2,234+179.2% |
| Participant deferral / active EE | $5,568 | $3,925+41.9% | $5,048+10.3% | $3,805+46.3% |
| Admin fee / account holder | -$34 | $161-121.4% | $8,927-100.4% | $158-121.8% |