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 25 · EIN 04-2647786 | Directed Trustee | -$11,877 |
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 | $149,579 | $79,523+88.1% | $140,016+6.8% | $56,287+165.7% |
| Participation rate | 96.3% | 85.7%+10.6pp | 87.5%+8.8pp | 69.9%+26.5pp |
| Annual return | -5.13% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,450 | $3,350+62.7% | $5,606-2.8% | $2,111+158.1% |
| Participant deferral / active EE | $10,644 | $5,129+107.5% | $6,927+53.7% | $3,350+217.8% |
| Admin fee / account holder | -$69 | $614-111.3% | $10,705-100.6% | $521-113.3% |