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 15 · EIN 35-0145825 | Recordkeeping | $65,487 |
EUGENE BURGER MANAGEMENT CORP.1 year Service code 28 · EIN 94-1703519 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,492 | $56,152-58.2% | $185,823-87.4% | $73,409-68.0% |
| Participation rate | 74.0% | 67.6%+6.4pp | 78.0%-4.1pp | 72.2%+1.8pp |
| Annual return | 16.06% | 17.59%-1.5pp | 35.95%-19.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,641 | $3,659-55.1% | $5,632-70.9% | $3,805-56.9% |
| Admin fee / account holder | $2 | $132-98.5% | $9,500-100.0% | $158-98.8% |