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 | $1,433 |
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 | $114,228 | $70,002+63.2% | $115,037-0.7% | $52,331+118.3% |
| Participation rate | 94.5% | 72.1%+22.4pp | 81.4%+13.1pp | 68.1%+26.4pp |
| Annual return | 0.86% | 4.04%-3.2pp | 26.14%-25.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,689 | $2,715-1.0% | $4,608-41.6% | $1,882+42.9% |
| Participant deferral / active EE | $8,334 | $4,920+69.4% | $6,026+38.3% | $3,022+175.8% |
| Admin fee / account holder | $17 | $566-97.1% | $8,175-99.8% | $592-97.2% |