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 | $15 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $282,669 | $46,360+509.7% | $147,614+91.5% | $52,331+440.2% |
| Participation rate | 97.3% | 64.9%+32.4pp | 84.6%+12.7pp | 68.1%+29.2pp |
| Annual return | 0.49% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $19,124 | $2,126+799.5% | $5,564+243.7% | $1,882+916.3% |
| Participant deferral / active EE | $13,747 | $2,258+508.9% | $4,895+180.8% | $3,022+354.9% |
| Admin fee / account holder | $26 | $766-96.6% | $11,611-99.8% | $592-95.6% |