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 | $46,451 |
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 | $132,041 | $111,608+18.3% | $177,821-25.7% | $73,409+79.9% |
| Participation rate | 95.7% | 87.9%+7.8pp | 87.7%+7.9pp | 72.2%+23.5pp |
| Annual return | 18.57% | 18.23%+0.3pp | 48.32%-29.7pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,115 | $3,796-44.3% | $5,918-64.3% | $2,234-5.3% |
| Participant deferral / active EE | $11,560 | $6,199+86.5% | $7,714+49.9% | $3,805+203.8% |
| Admin fee / account holder | $106 | $166-35.8% | $12,427-99.1% | $158-32.7% |