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 |
|---|---|---|
JSC ADVISORS3+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $23,907 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,770 |
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 | $35,004 | $36,767-4.8% | $81,478-57.0% | $62,292-43.8% |
| Participation rate | 88.5% | 54.4%+34.0pp | 68.0%+20.5pp | 69.5%+18.9pp |
| Annual return | 16.87% | 173.80%-156.9pp | 38.78%-21.9pp | 28.90%-12.0pp |
| Employer contribution / active EE | $958 | $1,128-15.1% | $2,568-62.7% | $2,042-53.1% |
| Participant deferral / active EE | $2,506 | $2,111+18.8% | $3,537-29.1% | $3,169-20.9% |
| Admin fee / account holder | $207 | $797-74.0% | $4,561-95.5% | $479-56.8% |