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 37 · EIN 04-2647786 | Loan Processing | $1,250 |
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 | $60,271 | $89,652-32.8% | $141,162-57.3% | $65,185-7.5% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.5%-2.9pp | 70.2%+9.3pp |
| Annual return | 25.96% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $3,291 | $3,065+7.4% | $4,735-30.5% | $2,177+51.2% |
| Participant deferral / active EE | $4,881 | $5,691-14.2% | $6,709-27.2% | $3,514+38.9% |
| Admin fee / account holder | $20 | $569-96.5% | $10,261-99.8% | $847-97.7% |