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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.
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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 | $31,388 |
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $26,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,037 | $64,286-37.7% | $90,951-56.0% | $73,409-45.5% |
| Participation rate | 43.4% | 63.6%-20.1pp | 69.0%-25.6pp | 72.2%-28.7pp |
| Annual return | 36.50% | 21.45%+15.0pp | 134.60%-98.1pp | 59.29%-22.8pp |
| Employer contribution / active EE | $1 | $895-99.9% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,793 | $2,453+54.6% | $3,373+12.5% | $3,805-0.3% |
| Admin fee / account holder | $174 | $287-39.4% | $5,959-97.1% | $158+10.2% |