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 | $911 |
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 | $140,145 | $52,953+164.7% | $172,739-18.9% | $65,185+115.0% |
| Participation rate | 97.4% | 66.2%+31.2pp | 82.6%+14.8pp | 70.2%+27.2pp |
| Annual return | 27.96% | 30.12%-2.2pp | 802.84%-774.9pp | 29.38%-1.4pp |
| Employer contribution / active EE | $7,204 | $2,190+229.0% | $5,143+40.1% | $2,177+231.0% |
| Participant deferral / active EE | $8,547 | $2,471+245.9% | $5,198+64.4% | $3,514+143.2% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |