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 13 · EIN 42-0127290 | Contract Administrator | $5,813 |
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 | $86,454 | $65,395+32.2% | $182,532-52.6% | $72,985+18.5% |
| Participation rate | 88.4% | 65.4%+23.0pp | 78.0%+10.4pp | 69.5%+18.9pp |
| Annual return | 20.48% | 27.68%-7.2pp | 148.54%-128.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,084 | $1,911+9.0% | $4,076-48.9% | $2,440-14.6% |
| Participant deferral / active EE | $4,231 | $3,563+18.7% | $5,524-23.4% | $3,607+17.3% |
| Admin fee / account holder | $55 | $4,245-98.7% | $8,592-99.4% | $5,124-98.9% |