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 | $116,633 |
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 | $77,680 | $66,310+17.1% | $93,606-17.0% | $65,185+19.2% |
| Participation rate | 97.9% | 74.0%+23.9pp | 75.8%+22.1pp | 70.2%+27.7pp |
| Annual return | 20.76% | 42.58%-21.8pp | 32.76%-12.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $6,144 | $2,012+205.4% | $2,718+126.1% | $2,177+182.3% |
| Participant deferral / active EE | $14,596 | $3,342+336.8% | $4,069+258.7% | $3,514+315.4% |
| Admin fee / account holder | $182 | $6,897-97.4% | $7,888-97.7% | $847-78.5% |