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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.
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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 37 · EIN 04-2647786 | Loan Processing | $2,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,017 | $73,638+158.0% | $95,952+98.0% | $73,488+158.6% |
| Participation rate | 95.0% | 76.2%+18.9pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 9.44% | 16.78%-7.3pp | 91.61%-82.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $12,007 | $1,863+544.5% | $2,541+372.5% | $2,270+428.9% |
| Participant deferral / active EE | $3,344 | $3,617-7.5% | $4,167-19.7% | $3,740-10.6% |
| Admin fee / account holder | $42 | $482-91.2% | $6,795-99.4% | $513-91.7% |