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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,067 | $136,307-62.5% | $177,821-71.3% | $73,488-30.5% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.7%+1.3pp | 70.7%+18.3pp |
| Annual return | 18.37% | 18.68%-0.3pp | 48.32%-30.0pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,145 | $3,712-15.3% | $5,918-46.9% | $2,270+38.6% |
| Participant deferral / active EE | $5,224 | $5,829-10.4% | $7,714-32.3% | $3,740+39.7% |
| Admin fee / account holder | $15 | $596-97.5% | $12,427-99.9% | $513-97.0% |