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 9-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 |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 33-0204776 | Contract Administrator | $13,324 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,683 | $86,929-4.9% | $102,423-19.3% | $80,856+2.3% |
| Participation rate | 80.3% | 72.4%+7.9pp | 76.5%+3.8pp | 67.6%+12.7pp |
| Annual return | 15.28% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $6,818 | $2,369+187.8% | $3,023+125.5% | $2,755+147.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $114 | $8,049-98.6% | $9,451-98.8% | $6,918-98.4% |