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 | $4,024 |
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 | $62,986 | $155,795-59.6% | $136,294-53.8% | $69,631-9.5% |
| Participation rate | 92.7% | 75.2%+17.4pp | 81.9%+10.7pp | 70.7%+22.0pp |
| Annual return | 45.86% | 232464.33%-232418.5pp | 5155.94%-5110.1pp | 27571.02%-27525.2pp |
| Employer contribution / active EE | $3,824 | $2,991+27.8% | $4,695-18.6% | $2,032+88.2% |
| Participant deferral / active EE | $12,348 | $5,394+128.9% | $6,247+97.7% | $3,224+283.0% |
| Admin fee / account holder | $10 | $128-92.5% | $9,243-99.9% | $110-91.3% |