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 27 · EIN 04-2675571 | Advisory (Plan) | $68,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,497 |
Service code 26 · EIN 47-3274207 | Advisory (Participants) | $2,246 |
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 | $56,869 | $100,801-43.6% | $149,696-62.0% | $73,409-22.5% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.5%+12.2pp | 72.2%+22.5pp |
| Annual return | 346.32% | 265.34%+81.0pp | 276.60%+69.7pp | 59.29%+287.0pp |
| Employer contribution / active EE | $3,156 | $3,312-4.7% | $4,644-32.0% | $2,234+41.3% |
| Participant deferral / active EE | $7,783 | $6,404+21.5% | $6,842+13.8% | $3,805+104.5% |
| Admin fee / account holder | $142 | $181-21.3% | $9,309-98.5% | $158-9.9% |