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 37 · EIN 04-2647786 | Loan Processing | $15,240 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $11,250 |
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 | $65,032 | $72,770-10.6% | $67,652-3.9% | $55,191+17.8% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 69.2%+22.5pp |
| Annual return | 1.76% | -3.26%+5.0pp | 6625.04%-6623.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $715 | $1,769-59.6% | $2,266-68.5% | $1,899-62.4% |
| Participant deferral / active EE | $4,960 | $3,408+45.5% | $3,560+39.3% | $3,046+62.8% |
| Admin fee / account holder | $91 | $79+15.5% | $4,821-98.1% | $91+0.3% |