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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.
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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 23-3038464 | Consulting (pension); Copying and dup... | $4,048 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,477 | $50,666-10.2% | $76,817-40.8% | $65,185-30.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 6.58% | 28.51%-21.9pp | 1166.11%-1159.5pp | 29.38%-22.8pp |
| Employer contribution / active EE | $694 | $1,575-55.9% | $2,302-69.8% | $2,177-68.1% |
| Participant deferral / active EE | $1,953 | $2,647-26.2% | $3,336-41.5% | $3,514-44.4% |
| Admin fee / account holder | $44 | $463-90.4% | $6,420-99.3% | $847-94.8% |