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 | $24,054 |
S L REED & COMPANY3 years Service code 27 · EIN 95-4569995 | Advisory (Plan) | $8,825 |
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 | $45,644 | $99,957-54.3% | $149,696-69.5% | $73,488-37.9% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.5%+7.9pp | 70.7%+19.7pp |
| Annual return | 21.63% | 53.87%-32.2pp | 276.60%-255.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $2,650 | $3,191-17.0% | $4,644-42.9% | $2,270+16.7% |
| Participant deferral / active EE | $8,152 | $6,073+34.2% | $6,842+19.2% | $3,740+118.0% |
| Admin fee / account holder | $152 | $551-72.5% | $9,309-98.4% | $513-70.5% |