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 13 · EIN 42-0127290 | Contract Administrator | $15,824 |
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 | $41,334 | $69,159-40.2% | $125,175-67.0% | $67,579-38.8% |
| Participation rate | 97.8% | 78.2%+19.6pp | 79.8%+18.0pp | 71.3%+26.5pp |
| Annual return | 23.38% | 27.12%-3.7pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,832 | $2,023-9.4% | $3,865-52.6% | $2,148-14.7% |
| Participant deferral / active EE | $4,263 | $3,700+15.2% | $4,937-13.6% | $3,539+20.4% |
| Admin fee / account holder | $14 | $142-90.5% | $9,702-99.9% | $142-90.5% |