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 |
|---|---|---|
BWTP1 year Service code 10 · EIN 43-1698328 | Accounting | $9,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,976 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,806 | $65,376-28.4% | $87,100-46.3% | $65,185-28.2% |
| Participation rate | 97.2% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.0pp |
| Annual return | 18.99% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,303 | $1,822-28.5% | $2,521-48.3% | $2,177-40.1% |
| Participant deferral / active EE | $1,202 | $3,388-64.5% | $4,049-70.3% | $3,514-65.8% |
| Admin fee / account holder | $71 | $520-86.4% | $7,497-99.1% | $847-91.6% |