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 | $5,884 |
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 | $74,227 | $41,854+77.3% | $73,843+0.5% | $52,331+41.8% |
| Participation rate | 91.0% | 66.2%+24.7pp | 73.4%+17.5pp | 68.1%+22.9pp |
| Annual return | -0.34% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,001 | $1,920+56.3% | $2,787+7.7% | $1,882+59.5% |
| Participant deferral / active EE | $4,421 | $2,498+77.0% | $3,583+23.4% | $3,022+46.3% |
| Admin fee / account holder | $31 | $493-93.6% | $4,880-99.4% | $592-94.7% |