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 37 · EIN 04-2647786 | Loan Processing | $3,128 |
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 | $49,860 | $55,182-9.6% | $73,307-32.0% | $55,191-9.7% |
| Participation rate | 73.2% | 73.9%-0.8pp | 74.9%-1.7pp | 69.2%+4.0pp |
| Annual return | 2.36% | 8.55%-6.2pp | 5.67%-3.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $2,465 | $1,935+27.4% | $3,237-23.8% | $1,899+29.8% |
| Participant deferral / active EE | $7,788 | $4,641+67.8% | $4,991+56.0% | $3,046+155.7% |
| Admin fee / account holder | $11 | $68-83.9% | $5,637-99.8% | $91-87.9% |