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 | $1,150 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,580 | $75,183+24.5% | $123,892-24.5% | $55,167+69.6% |
| Participation rate | 78.8% | 72.8%+5.9pp | 81.4%-2.6pp | 69.0%+9.8pp |
| Annual return | 10.79% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $5,699 | $2,823+101.8% | $4,617+23.4% | $1,963+190.4% |
| Participant deferral / active EE | $9,199 | $5,084+80.9% | $5,984+53.7% | $3,054+201.2% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.9% |