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 | $912 |
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 | $182,644 | $70,667+158.5% | $123,104+48.4% | $52,331+249.0% |
| Participation rate | 96.2% | 83.7%+12.4pp | 86.8%+9.4pp | 68.1%+28.0pp |
| Annual return | -1.15% | 6.23%-7.4pp | 13.22%-14.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $9,354 | $2,946+217.5% | $5,151+81.6% | $1,882+397.1% |
| Participant deferral / active EE | $19,232 | $4,493+328.1% | $6,230+208.7% | $3,022+536.4% |
| Admin fee / account holder | $3 | $506-99.4% | $9,015-100.0% | $592-99.5% |