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 27 · EIN 04-2675571 | Advisory (Plan) | $34,716 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,760 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $131,255 | $99,957+31.3% | $149,696-12.3% | $73,488+78.6% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 16.99% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $7,461 | $3,191+133.8% | $4,644+60.6% | $2,270+228.7% |
| Participant deferral / active EE | $12,163 | $6,073+100.3% | $6,842+77.8% | $3,740+225.3% |
| Admin fee / account holder | $27 | $551-95.2% | $9,309-99.7% | $513-94.8% |