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 60 · EIN 04-2647786 | Sub-TA Fees | -$18,910 |
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 | $107,806 | $43,550+147.5% | $63,517+69.7% | $52,331+106.0% |
| Participation rate | 99.5% | 65.7%+33.8pp | 71.0%+28.5pp | 68.1%+31.4pp |
| Annual return | 1.22% | 2.03%-0.8pp | -70.30%+71.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $2,073 | $1,351+53.4% | $2,322-10.7% | $1,882+10.2% |
| Participant deferral / active EE | $5,256 | $2,254+133.2% | $2,953+78.0% | $3,022+73.9% |
| Admin fee / account holder | -$74 | $387-119.2% | $5,892-101.3% | $592-112.6% |