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 37 · EIN 04-2647786 | Loan Processing | $5,784 |
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 | $416,094 | $58,879+606.7% | $178,490+133.1% | $73,488+466.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.30% | 24.86%-8.6pp | 151.07%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $21,788 | $2,236+874.3% | $5,011+334.8% | $2,270+859.8% |
| Participant deferral / active EE | $14,673 | $2,567+471.5% | $5,202+182.1% | $3,740+292.4% |
| Admin fee / account holder | -$4 | $400-101.0% | $13,984-100.0% | $513-100.7% |