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 | $404,995 |
Filed as: ABD INSURANCE & FINANCIAL SERVICES Service code 49 · EIN 27-0673528 | Other Services | $112,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,790 |
JELLYVISION LAB, INC.1 year Service code 49 · EIN 36-4442819 | Other Services | $33,278 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $10,100 |
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 | $80,363 | $95,048-15.5% | $141,162-43.1% | $82,204-2.2% |
| Participation rate | 92.2% | 73.7%+18.4pp | 82.5%+9.7pp | 73.4%+18.8pp |
| Annual return | 34.71% | 26.89%+7.8pp | 71.39%-36.7pp | 26.31%+8.4pp |
| Employer contribution / active EE | $3,880 | $2,921+32.8% | $4,735-18.1% | $2,707+43.3% |
| Participant deferral / active EE | $13,828 | $5,907+134.1% | $6,709+106.1% | $4,246+225.7% |
| Admin fee / account holder | $69 | $78-10.8% | $10,261-99.3% | $76-8.4% |