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 13 · EIN 41-0417830 | Contract Administrator | $11,961 |
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 | $12,579 | $47,977-73.8% | $154,107-91.8% | $56,287-77.7% |
| Participation rate | 83.5% | 66.2%+17.3pp | 83.0%+0.4pp | 69.9%+13.6pp |
| Annual return | -6.84% | 3.54%-10.4pp | 735.12%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $820 | $2,169-62.2% | $5,298-84.5% | $2,111-61.1% |
| Participant deferral / active EE | $1,731 | $2,392-27.6% | $5,081-65.9% | $3,350-48.3% |
| Admin fee / account holder | $38 | $438-91.4% | $13,411-99.7% | $521-92.8% |