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 | $13,777 |
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 | $16,088 | $52,953-69.6% | $172,739-90.7% | $65,185-75.3% |
| Participation rate | 78.4% | 66.2%+12.2pp | 82.6%-4.3pp | 70.2%+8.2pp |
| Annual return | 21.39% | 30.12%-8.7pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $879 | $2,190-59.9% | $5,143-82.9% | $2,177-59.6% |
| Participant deferral / active EE | $1,779 | $2,471-28.0% | $5,198-65.8% | $3,514-49.4% |
| Admin fee / account holder | $42 | $472-91.1% | $13,954-99.7% | $847-95.0% |