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 | $53,981 |
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 | $63,867 | $74,347-14.1% | $93,606-31.8% | $67,579-5.5% |
| Participation rate | 96.3% | 80.6%+15.7pp | 75.8%+20.5pp | 71.3%+25.0pp |
| Annual return | 24.97% | 28.07%-3.1pp | 32.76%-7.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,058 | $2,583+18.4% | $2,718+12.5% | $2,148+42.4% |
| Participant deferral / active EE | $7,683 | $4,060+89.2% | $4,069+88.8% | $3,539+117.1% |
| Admin fee / account holder | $80 | $123-34.6% | $7,888-99.0% | $142-43.6% |