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 8-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 27 · EIN 35-2552359 | Advisory (Plan) | $41,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,083 | $58,879+200.8% | $178,490-0.8% | $73,488+141.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.50% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $5,142 | $2,236+129.9% | $5,011+2.6% | $2,270+126.5% |
| Participant deferral / active EE | $5,530 | $2,567+115.4% | $5,202+6.3% | $3,740+47.9% |
| Admin fee / account holder | $311 | $400-22.2% | $13,984-97.8% | $513-39.3% |