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 42-0127290 | Contract Administrator | $99,941 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,540 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $5,683 |
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 | $21,579 | $42,810-49.6% | $169,463-87.3% | $55,725-61.3% |
| Participation rate | 83.1% | 64.7%+18.4pp | 77.8%+5.3pp | 70.9%+12.3pp |
| Annual return | -4.69% | -3.61%-1.1pp | 1.83%-6.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $332 | $1,402-76.3% | $4,159-92.0% | $2,078-84.0% |
| Participant deferral / active EE | $2,357 | $3,141-25.0% | $5,277-55.3% | $3,356-29.8% |
| Admin fee / account holder | $141 | $106+32.0% | $9,109-98.5% | $115+22.0% |