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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,319 |
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 | $91,391 | $89,355+2.3% | $141,162-35.3% | $72,985+25.2% |
| Participation rate | 95.6% | 75.1%+20.5pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 24.27% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $11,238 | $3,114+260.9% | $4,735+137.3% | $2,440+360.6% |
| Participant deferral / active EE | $9,126 | $5,418+68.4% | $6,709+36.0% | $3,607+153.0% |
| Admin fee / account holder | $60 | $5,958-99.0% | $10,261-99.4% | $5,124-98.8% |