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 | $566 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,867 | $80,753+225.5% | $136,294+92.9% | $62,292+322.0% |
| Participation rate | 99.2% | 73.5%+25.6pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 19.75% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $8,319 | $2,884+188.5% | $4,695+77.2% | $2,042+307.4% |
| Participant deferral / active EE | $9,842 | $5,164+90.6% | $6,247+57.5% | $3,169+210.6% |
| Admin fee / account holder | $2 | $525-99.5% | $9,243-100.0% | $479-99.5% |