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 15 · EIN 35-0145825 | Recordkeeping | $835 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $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 | $42,548 | $62,267-31.7% | $110,238-61.4% | $55,725-23.6% |
| Participation rate | 97.2% | 78.1%+19.0pp | 79.8%+17.3pp | 70.9%+26.3pp |
| Annual return | -4.13% | -1.07%-3.1pp | 314.74%-318.9pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,957 | $1,941+0.8% | $3,826-48.9% | $2,078-5.8% |
| Participant deferral / active EE | $3,769 | $3,516+7.2% | $4,672-19.3% | $3,356+12.3% |
| Admin fee / account holder | $13 | $121-89.0% | $8,547-99.8% | $115-88.4% |