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 | $1,588 |
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 | $71,354 | $65,118+9.6% | $76,768-7.1% | $55,725+28.0% |
| Participation rate | 70.2% | 79.6%-9.4pp | 77.0%-6.8pp | 70.9%-0.7pp |
| Annual return | 3.37% | -1.27%+4.6pp | 2.43%+0.9pp | 244.93%-241.6pp |
| Employer contribution / active EE | $1,521 | $1,941-21.6% | $2,485-38.8% | $2,078-26.8% |
| Participant deferral / active EE | $5,010 | $3,688+35.8% | $3,852+30.1% | $3,356+49.3% |
| Admin fee / account holder | $18 | $116-84.1% | $6,675-99.7% | $115-84.0% |