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 8-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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,797 | $58,320-36.9% | $86,436-57.4% | $66,914-45.0% |
| Participation rate | 88.0% | 78.6%+9.4pp | 80.3%+7.6pp | 69.8%+18.2pp |
| Annual return | -5.28% | -9.71%+4.4pp | 4394.89%-4400.2pp | 1.58%-6.9pp |
| Employer contribution / active EE | $1,528 | $2,615-41.6% | $3,769-59.4% | $2,544-39.9% |
| Participant deferral / active EE | $9,723 | $6,899+40.9% | $6,952+39.9% | $4,237+129.5% |
| Admin fee / account holder | $29 | $546-94.7% | $6,731-99.6% | $593-95.1% |