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 | $844 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,722 | $91,538-6.4% | $129,995-34.1% | $75,163+14.0% |
| Participation rate | 72.2% | 71.4%+0.8pp | 78.5%-6.3pp | 67.2%+5.0pp |
| Annual return | 24.99% | -631.11%+656.1pp | -137.18%+162.2pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,686 | $2,845-40.7% | $4,320-61.0% | $2,670-36.8% |
| Participant deferral / active EE | $5,347 | $4,341+23.2% | $5,820-8.1% | $4,125+29.6% |
| Admin fee / account holder | $31 | $6,790-99.5% | $10,614-99.7% | $5,651-99.4% |