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 37 · EIN 04-2647786 | Loan Processing | -$1,416 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,991 | $85,135+201.9% | $98,907+159.8% | $73,409+250.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 19.39% | 19.14%+0.3pp | 196.43%-177.0pp | 59.29%-39.9pp |
| Employer contribution / active EE | $5,500 | $2,721+102.1% | $2,689+104.5% | $2,234+146.2% |
| Participant deferral / active EE | $9,525 | $4,349+119.0% | $4,244+124.4% | $3,805+150.3% |
| Admin fee / account holder | $7 | $139-95.0% | $6,642-99.9% | $158-95.6% |