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 | $73,037 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $60,300 |
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 | $62,245 | $91,517-32.0% | $101,248-38.5% | $73,409-15.2% |
| Participation rate | 88.8% | 73.8%+15.0pp | 75.8%+13.0pp | 72.2%+16.6pp |
| Annual return | 25.75% | 17.17%+8.6pp | 46.47%-20.7pp | 59.29%-33.5pp |
| Employer contribution / active EE | $2,191 | $2,877-23.8% | $3,660-40.1% | $2,234-1.9% |
| Participant deferral / active EE | $7,743 | $3,338+131.9% | $4,370+77.2% | $3,805+103.5% |
| Admin fee / account holder | $136 | $216-36.9% | $5,945-97.7% | $158-13.7% |