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 9-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 | $4,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $178,670 | $70,908+152.0% | $98,907+80.6% | $73,488+143.1% |
| Participation rate | 98.0% | 73.8%+24.3pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 29.09% | 34.17%-5.1pp | 196.43%-167.3pp | 28.51%+0.6pp |
| Employer contribution / active EE | $5,152 | $2,036+153.0% | $2,689+91.6% | $2,270+126.9% |
| Participant deferral / active EE | $12,515 | $3,500+257.6% | $4,244+194.9% | $3,740+234.7% |
| Admin fee / account holder | $16 | $535-97.1% | $6,642-99.8% | $513-96.9% |