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 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $1,853 |
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 | $14,635 | $46,360-68.4% | $147,614-90.1% | $52,331-72.0% |
| Participation rate | 92.1% | 64.9%+27.1pp | 84.6%+7.4pp | 68.1%+23.9pp |
| Annual return | 1.37% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $3,152 | $2,126+48.2% | $5,564-43.4% | $1,882+67.5% |
| Participant deferral / active EE | $1,001 | $2,258-55.7% | $4,895-79.6% | $3,022-66.9% |
| Admin fee / account holder | $11 | $766-98.5% | $11,611-99.9% | $592-98.1% |