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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $7,363 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $540 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,490 | $73,823-38.4% | $379,746-88.0% | $73,488-38.1% |
| Participation rate | 93.5% | 73.1%+20.3pp | 78.4%+15.0pp | 70.7%+22.8pp |
| Annual return | 12.82% | 29.06%-16.2pp | 34.90%-22.1pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,525 | $2,472+2.1% | $3,540-28.7% | $2,270+11.2% |
| Participant deferral / active EE | $3,953 | $4,038-2.1% | $6,024-34.4% | $3,740+5.7% |
| Admin fee / account holder | $348 | $607-42.6% | $7,927-95.6% | $513-32.1% |