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 13 · EIN 41-0417830 | Contract Administrator | $69,324 |
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 | $182,167 | $58,879+209.4% | $178,490+2.1% | $73,488+147.9% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.5pp |
| Annual return | 13.30% | 24.86%-11.6pp | 151.07%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $7,333 | $2,236+227.9% | $5,011+46.4% | $2,270+223.0% |
| Participant deferral / active EE | $6,495 | $2,567+153.0% | $5,202+24.9% | $3,740+73.7% |
| Admin fee / account holder | $337 | $400-15.9% | $13,984-97.6% | $513-34.4% |