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, LLC5 years Service code 17 · EIN 36-1543746 | Pension Consulting | $17,012 |
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 | $23,447 | $55,636-57.9% | $81,983-71.4% | $73,488-68.1% |
| Participation rate | 98.6% | 62.3%+36.3pp | 69.2%+29.3pp | 70.7%+27.9pp |
| Annual return | 28.35% | 19.07%+9.3pp | 41.31%-13.0pp | 28.51%-0.2pp |
| Employer contribution / active EE | $1,749 | $1,625+7.7% | $2,498-30.0% | $2,270-23.0% |
| Participant deferral / active EE | $2,447 | $2,762-11.4% | $3,722-34.3% | $3,740-34.6% |
| Admin fee / account holder | $84 | $493-82.9% | $5,664-98.5% | $513-83.6% |