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 ADVISORS4+ years Service code 27 · EIN 26-3162577 | Advisory (Plan) | $27,551 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,427 |
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 | $33,522 | $33,067+1.4% | $76,523-56.2% | $56,287-40.4% |
| Participation rate | 82.9% | 55.4%+27.5pp | 68.0%+14.9pp | 69.9%+13.0pp |
| Annual return | -7.30% | 2.72%-10.0pp | -0.27%-7.0pp | -9.96%+2.7pp |
| Employer contribution / active EE | $797 | $1,200-33.6% | $2,647-69.9% | $2,111-62.2% |
| Participant deferral / active EE | $2,535 | $2,240+13.2% | $3,835-33.9% | $3,350-24.3% |
| Admin fee / account holder | $289 | $537-46.2% | $4,848-94.0% | $521-44.5% |