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 27 · EIN 38-1787847 | Advisory (Plan) | $18,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,780 | $78,422+4.3% | $95,952-14.8% | $79,858+2.4% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.6pp | 69.6%+25.0pp |
| Annual return | 20.35% | 19.37%+1.0pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,837 | $1,945-5.6% | $2,541-27.7% | $2,471-25.7% |
| Participant deferral / active EE | $5,976 | $3,440+73.7% | $4,167+43.4% | $3,740+59.8% |
| Admin fee / account holder | $321 | $5,622-94.3% | $6,795-95.3% | $5,306-94.0% |