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 26 · EIN 47-3274207 | Advisory (Participants) | $18,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,099 |
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 | $41,461 | $89,652-53.8% | $141,162-70.6% | $65,185-36.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 27.75% | 32.79%-5.0pp | 71.39%-43.6pp | 29.38%-1.6pp |
| Employer contribution / active EE | $5,933 | $3,065+93.6% | $4,735+25.3% | $2,177+172.6% |
| Participant deferral / active EE | $7,303 | $5,691+28.3% | $6,709+8.9% | $3,514+107.8% |
| Admin fee / account holder | $113 | $569-80.2% | $10,261-98.9% | $847-86.7% |