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 | $2,123 |
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 | $154,122 | $59,328+159.8% | $118,925+29.6% | $73,488+109.7% |
| Participation rate | 77.0% | 62.3%+14.7pp | 75.4%+1.6pp | 70.7%+6.3pp |
| Annual return | 23.53% | 19.13%+4.4pp | 35.88%-12.4pp | 28.51%-5.0pp |
| Employer contribution / active EE | $2,073 | $1,803+14.9% | $3,263-36.5% | $2,270-8.7% |
| Participant deferral / active EE | $4,255 | $2,604+63.4% | $4,265-0.2% | $3,740+13.8% |
| Admin fee / account holder | $17 | $600-97.1% | $6,581-99.7% | $513-96.7% |