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 21 · EIN 66-0561870 | Bank Trustee | $12,456 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,240 | $100,923+386.7% | $150,045+227.4% | $74,304+561.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.48% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $15,538 | $3,463+348.7% | $4,693+231.1% | $2,241+593.3% |
| Participant deferral / active EE | $2,436 | $6,709-63.7% | $7,997-69.5% | $3,767-35.3% |
| Admin fee / account holder | $43 | $2,767-98.5% | $13,435-99.7% | $2,969-98.6% |