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 | $275 |
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 | $65,007 | $53,925+20.6% | $75,670-14.1% | $69,631-6.6% |
| Participation rate | 98.8% | 71.2%+27.6pp | 72.3%+26.5pp | 70.7%+28.1pp |
| Annual return | 16.23% | 17.84%-1.6pp | 27.34%-11.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,317 | $1,802+84.1% | $2,352+41.0% | $2,032+63.2% |
| Participant deferral / active EE | $3,417 | $2,569+33.0% | $3,142+8.8% | $3,224+6.0% |
| Admin fee / account holder | $1 | $97-98.6% | $5,800-100.0% | $110-98.8% |