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 9-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 | $42,134 |
Service code 16 · EIN 45-5608425 | Consulting | $25,000 |
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 | $45,023 | $26,479+70.0% | $74,701-39.7% | $77,787-42.1% |
| Participation rate | 88.1% | 37.6%+50.5pp | 54.5%+33.7pp | 73.2%+14.9pp |
| Annual return | 23.37% | 38.31%-14.9pp | 752.92%-729.6pp | 32.57%-9.2pp |
| Employer contribution / active EE | $1,040 | $440+136.7% | $1,084-4.0% | $2,504-58.5% |
| Participant deferral / active EE | $3,178 | $1,074+195.8% | $1,964+61.9% | $3,967-19.9% |
| Admin fee / account holder | $52 | $119-56.6% | $3,333-98.5% | $100-48.4% |