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 |
|---|---|---|
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $0 |
FIRST NATIONAL CORPORATION2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,797 | $86,332+79.3% | $125,175+23.7% | $65,185+137.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.04% | 27.43%-7.4pp | 43.79%-23.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,775 | $2,040+36.0% | $3,865-28.2% | $2,177+27.5% |
| Participant deferral / active EE | $5,135 | $3,537+45.2% | $4,937+4.0% | $3,514+46.2% |
| Admin fee / account holder | $27 | $609-95.5% | $9,702-99.7% | $847-96.8% |