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 |
|---|---|---|
EPLAN ADVISORS, LLC3 years Service code 17 · EIN 36-1543746 | Pension Consulting | $15,046 |
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 | $21,708 | $49,280-55.9% | $67,313-67.8% | $64,186-66.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.08% | -1.39%-5.7pp | -4.08%-3.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,067 | $1,668+83.8% | $2,566+19.5% | $2,381+28.8% |
| Participant deferral / active EE | $4,284 | $2,484+72.4% | $3,568+20.0% | $3,470+23.5% |
| Admin fee / account holder | $109 | $3,863-97.2% | $4,507-97.6% | $4,888-97.8% |