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 | $36,120 |
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 | $26,958 | $155,795-82.7% | $136,294-80.2% | $69,631-61.3% |
| Participation rate | 92.9% | 75.2%+17.6pp | 81.9%+10.9pp | 70.7%+22.2pp |
| Annual return | 19.39% | 232464.33%-232444.9pp | 5155.94%-5136.6pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $646 | $2,991-78.4% | $4,695-86.2% | $2,032-68.2% |
| Participant deferral / active EE | $2,912 | $5,394-46.0% | $6,247-53.4% | $3,224-9.7% |
| Admin fee / account holder | $57 | $128-55.6% | $9,243-99.4% | $110-48.5% |