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 13 · EIN 42-0127290 | Contract Administrator | $6,118 |
Service code 49 · EIN 51-0120742 | Other Services | $5,537 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,118 | $42,383-21.9% | $76,523-56.7% | $64,186-48.4% |
| Participation rate | 70.9% | 58.1%+12.7pp | 68.0%+2.9pp | 69.6%+1.3pp |
| Annual return | -5.00% | -16.54%+11.5pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,868 | $2,566+89.7% | $3,835+26.9% | $3,470+40.3% |
| Admin fee / account holder | $87 | $3,198-97.3% | $4,848-98.2% | $4,888-98.2% |