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 | $2,506 |
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 | $30,532 | $75,388-59.5% | $123,544-75.3% | $55,725-45.2% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.3%+12.9pp | 70.9%+24.3pp |
| Annual return | 34.97% | 4.48%+30.5pp | 119.20%-84.2pp | 244.93%-210.0pp |
| Employer contribution / active EE | $3,412 | $3,063+11.4% | $4,628-26.3% | $2,078+64.2% |
| Participant deferral / active EE | $8,983 | $5,651+59.0% | $6,426+39.8% | $3,356+167.7% |
| Admin fee / account holder | $5 | $120-95.7% | $9,284-99.9% | $115-95.5% |