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 | $34,207 |
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 | $41,165 | $48,064-14.4% | $78,778-47.7% | $69,631-40.9% |
| Participation rate | 93.7% | 61.6%+32.1pp | 69.2%+24.5pp | 70.7%+23.0pp |
| Annual return | 16.35% | 21.81%-5.5pp | 35.62%-19.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $963 | $744+29.5% | $1,986-51.5% | $2,032-52.6% |
| Participant deferral / active EE | $2,014 | $2,079-3.1% | $2,958-31.9% | $3,224-37.5% |
| Admin fee / account holder | $51 | $152-66.8% | $5,134-99.0% | $110-54.2% |