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 | $67,382 |
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 | $100,241 | $100,801-0.6% | $149,696-33.0% | $73,409+36.6% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 21.61% | 265.34%-243.7pp | 276.60%-255.0pp | 59.29%-37.7pp |
| Employer contribution / active EE | $6,419 | $3,312+93.8% | $4,644+38.2% | $2,234+187.4% |
| Participant deferral / active EE | $16,150 | $6,404+152.2% | $6,842+136.0% | $3,805+324.4% |
| Admin fee / account holder | $98 | $181-45.7% | $9,309-98.9% | $158-37.8% |