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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.
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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 | $850 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,802 | $73,638+7.0% | $95,952-17.9% | $73,488+7.2% |
| Participation rate | 87.7% | 76.2%+11.6pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | 20.05% | 16.78%+3.3pp | 91.61%-71.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,589 | $3,617-0.8% | $4,167-13.9% | $3,740-4.0% |
| Admin fee / account holder | $8 | $482-98.4% | $6,795-99.9% | $513-98.5% |