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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.
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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 27 · EIN 47-1411118 | Advisory (Plan) | $124,549 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $34,564 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,605 | $79,124+87.8% | $60,874+144.1% | $64,808+129.3% |
| Participation rate | 96.8% | 77.7%+19.0pp | 73.1%+23.7pp | 71.5%+25.3pp |
| Annual return | -16.94% | -7.13%-9.8pp | 16.90%-33.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $9,842 | $3,050+222.7% | $2,701+264.3% | $2,506+292.7% |
| Participant deferral / active EE | $9,132 | $3,725+145.2% | $3,817+139.3% | $4,310+111.9% |
| Admin fee / account holder | $258 | $106+144.3% | $3,224-92.0% | $188+37.5% |