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 37 · EIN 04-2647786 | Loan Processing | $10,269 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,068 | $72,770-16.1% | $67,652-9.7% | $55,191+10.6% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 69.2%+22.5pp |
| Annual return | 0.36% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,471 | $1,769-16.8% | $2,266-35.1% | $1,899-22.5% |
| Participant deferral / active EE | $5,209 | $3,408+52.8% | $3,560+46.3% | $3,046+71.0% |
| Admin fee / account holder | $14 | $79-82.8% | $4,821-99.7% | $91-85.1% |