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 |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,177 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,211 | $63,905-18.3% | $74,183-29.6% | $57,658-9.4% |
| Participation rate | 96.7% | 79.8%+16.9pp | 76.6%+20.1pp | 70.2%+26.4pp |
| Annual return | 6.57% | 60.60%-54.0pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,733 | $1,840-5.8% | $2,370-26.9% | $1,974-12.2% |
| Participant deferral / active EE | $2,720 | $3,448-21.1% | $3,550-23.4% | $3,061-11.1% |
| Admin fee / account holder | $50 | $91-45.4% | $5,586-99.1% | $95-47.4% |