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 | $66,132 |
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 | $47,093 | $65,223-27.8% | $80,019-41.1% | $55,725-15.5% |
| Participation rate | 95.1% | 80.6%+14.5pp | 75.8%+19.2pp | 70.9%+24.2pp |
| Annual return | -5.19% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,242 | $2,544+27.4% | $2,468+31.4% | $2,078+56.0% |
| Participant deferral / active EE | $7,144 | $3,881+84.1% | $3,686+93.8% | $3,356+112.9% |
| Admin fee / account holder | $89 | $114-22.4% | $6,521-98.6% | $115-23.0% |