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 | Claims processing; Recordkeeping and ... | $77,034 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $78,780 | $84,948-7.3% | $70,449+11.8% | $73,409+7.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.01% | 13.39%-1.4pp | 109.03%-97.0pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,654 | $2,834-6.3% | $2,737-3.0% | $2,234+18.8% |
| Participant deferral / active EE | $3,716 | $3,387+9.7% | $3,709+0.2% | $3,805-2.4% |
| Admin fee / account holder | $112 | $98+13.8% | $3,845-97.1% | $158-29.3% |