Filed February 22, 2022
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 64 · EIN 71-0294708 | Recordkeeping Fees | $15,300 |
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 | $14,981 | $42,810-65.0% | $169,463-91.2% | $55,725-73.1% |
| Participation rate | 75.3% | 64.7%+10.5pp | 77.8%-2.5pp | 70.9%+4.4pp |
| Annual return | -4.33% | -3.61%-0.7pp | 1.83%-6.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $559 | $1,402-60.1% | $4,159-86.6% | $2,078-73.1% |
| Participant deferral / active EE | $2,139 | $3,141-31.9% | $5,277-59.5% | $3,356-36.3% |
| Admin fee / account holder | $44 | $106-59.1% | $9,109-99.5% | $115-62.2% |