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 60 · EIN 04-2647786 | Sub-TA Fees | -$1,745 |
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 | $247,069 | $99,957+147.2% | $149,696+65.0% | $73,488+236.2% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 18.66% | 53.87%-35.2pp | 276.60%-257.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $6,462 | $3,191+102.5% | $4,644+39.1% | $2,270+184.7% |
| Participant deferral / active EE | $7,974 | $6,073+31.3% | $6,842+16.5% | $3,740+113.2% |
| Admin fee / account holder | -$8 | $551-101.5% | $9,309-100.1% | $513-101.6% |