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 49 · EIN 93-0987232 | Other Services | $14,928 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,307 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,501 | $99,957-66.5% | $149,696-77.6% | $73,488-54.4% |
| Participation rate | 76.9% | 75.7%+1.2pp | 82.5%-5.6pp | 70.7%+6.2pp |
| Annual return | 20.19% | 53.87%-33.7pp | 276.60%-256.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,505 | $3,191-52.8% | $4,644-67.6% | $2,270-33.7% |
| Participant deferral / active EE | $4,747 | $6,073-21.8% | $6,842-30.6% | $3,740+26.9% |
| Admin fee / account holder | $31 | $551-94.4% | $9,309-99.7% | $513-94.0% |