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 | $75,651 |
GBS RETIREMENT SERVICES3+ years Service code 27 · EIN 13-3727333 | Advisory (Plan) | $22,550 |
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 | $52,422 | $65,592-20.1% | $90,160-41.9% | $69,631-24.7% |
| Participation rate | 96.6% | 77.6%+19.0pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 22.94% | 57.10%-34.2pp | 34.88%-11.9pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $4,653 | $2,193+112.2% | $3,318+40.2% | $2,032+129.0% |
| Participant deferral / active EE | $8,268 | $5,257+57.3% | $5,288+56.4% | $3,224+156.5% |
| Admin fee / account holder | $78 | $86-8.7% | $5,943-98.7% | $110-29.2% |