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 | $39,397 |
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 | $102,380 | $57,976+76.6% | $62,995+62.5% | $62,292+64.4% |
| Participation rate | 88.0% | 75.9%+12.0pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 15.94% | 17.54%-1.6pp | 87.57%-71.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $5,111 | $2,415+111.6% | $2,759+85.2% | $2,042+150.2% |
| Participant deferral / active EE | $4,065 | $2,956+37.5% | $3,329+22.1% | $3,169+28.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |