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 | $174 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,500 | $54,045+132.2% | $115,157+9.0% | $65,185+92.5% |
| Participation rate | 95.5% | 63.5%+31.9pp | 75.9%+19.6pp | 70.2%+25.3pp |
| Annual return | 24.54% | 26.55%-2.0pp | 35.60%-11.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,441 | $1,653+47.7% | $3,179-23.2% | $2,177+12.1% |
| Participant deferral / active EE | $5,335 | $2,504+113.1% | $4,168+28.0% | $3,514+51.8% |
| Admin fee / account holder | $36 | $626-94.2% | $7,088-99.5% | $847-95.7% |