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 | $2,305 |
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 | $106,705 | $70,908+50.5% | $98,907+7.9% | $73,488+45.2% |
| Participation rate | 78.1% | 73.8%+4.3pp | 76.0%+2.1pp | 70.7%+7.4pp |
| Annual return | 15.18% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,561 | $2,036+74.9% | $2,689+32.4% | $2,270+56.9% |
| Participant deferral / active EE | $3,252 | $3,500-7.1% | $4,244-23.4% | $3,740-13.0% |
| Admin fee / account holder | $24 | $535-95.6% | $6,642-99.6% | $513-95.4% |