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 60 · EIN 04-2647786 | Sub-TA Fees | -$2,925 |
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 | $171,477 | $81,537+110.3% | $149,718+14.5% | $69,631+146.3% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.1%+7.0pp | 70.7%+23.4pp |
| Annual return | 20.52% | 22.79%-2.3pp | 1501.63%-1481.1pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $3,727 | $3,239+15.1% | $5,445-31.5% | $2,032+83.4% |
| Participant deferral / active EE | $10,451 | $4,994+109.3% | $6,569+59.1% | $3,224+224.2% |
| Admin fee / account holder | -$0 | $107-100.1% | $11,283-100.0% | $110-100.1% |