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 64 · EIN 04-2647786 | Recordkeeping Fees | $14,355 |
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 | $91,467 | $58,927+55.2% | $76,817+19.1% | $72,985+25.3% |
| Participation rate | 75.0% | 67.3%+7.7pp | 72.1%+2.9pp | 69.5%+5.5pp |
| Annual return | 21.10% | 2305.64%-2284.5pp | 1166.11%-1145.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,712 | $1,787+51.8% | $2,302+17.8% | $2,440+11.2% |
| Participant deferral / active EE | $5,168 | $2,690+92.1% | $3,336+54.9% | $3,607+43.3% |
| Admin fee / account holder | $173 | $4,013-95.7% | $6,420-97.3% | $5,124-96.6% |