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 | $33,008 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $89,108 | $46,360+92.2% | $147,614-39.6% | $52,331+70.3% |
| Participation rate | 98.2% | 64.9%+33.3pp | 84.6%+13.6pp | 68.1%+30.1pp |
| Annual return | 0.87% | 1.62%-0.7pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $4,601 | $2,126+116.4% | $5,564-17.3% | $1,882+144.5% |
| Participant deferral / active EE | $4,523 | $2,258+100.3% | $4,895-7.6% | $3,022+49.7% |
| Admin fee / account holder | $140 | $766-81.7% | $11,611-98.8% | $592-76.4% |