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 62-1291257 | Recordkeeping | $141,790 |
Service code 26 5110 MARYLAND WAY, SUITE 300 · BRENTWOOD, TN 37027 | Advisory (Participants) | $16,756 |
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 | $80,921 | $52,293+54.7% | $178,490-54.7% | $73,409+10.2% |
| Participation rate | 80.3% | 65.3%+15.0pp | 81.9%-1.6pp | 72.2%+8.1pp |
| Annual return | 13.32% | 34.75%-21.4pp | 151.07%-137.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,056 | $1,735+18.5% | $5,011-59.0% | $2,234-8.0% |
| Participant deferral / active EE | $3,667 | $2,332+57.2% | $5,202-29.5% | $3,805-3.6% |
| Admin fee / account holder | $277 | $127+117.9% | $13,984-98.0% | $158+75.7% |