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 | $16,788 |
FIDUCIARY PLAN CONSULTANTS LLC1 year Service code 27 · EIN 47-1186155 | Advisory (Plan) | $11,643 |
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 | $46,018 | $58,851-21.8% | $115,157-60.0% | $72,985-36.9% |
| Participation rate | 74.6% | 65.5%+9.0pp | 75.9%-1.3pp | 69.5%+5.1pp |
| Annual return | 22.64% | 23.16%-0.5pp | 35.60%-13.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,174 | $1,798-34.7% | $3,179-63.1% | $2,440-51.9% |
| Participant deferral / active EE | $2,295 | $2,643-13.1% | $4,168-44.9% | $3,607-36.4% |
| Admin fee / account holder | $289 | $6,370-95.5% | $7,088-95.9% | $5,124-94.4% |