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 | $25,061 |
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 | $58,104 | $100,801-42.4% | $149,696-61.2% | $73,409-20.8% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.5%+7.9pp | 72.2%+18.2pp |
| Annual return | 21.76% | 265.34%-243.6pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $2,388 | $3,312-27.9% | $4,644-48.6% | $2,234+6.9% |
| Participant deferral / active EE | $8,143 | $6,404+27.1% | $6,842+19.0% | $3,805+114.0% |
| Admin fee / account holder | $82 | $181-54.9% | $9,309-99.1% | $158-48.3% |