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 | $25,342 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $9,000 |
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 | $130,778 | $50,464+159.2% | $75,781+72.6% | $52,331+149.9% |
| Participation rate | 80.4% | 66.8%+13.6pp | 75.8%+4.5pp | 68.1%+12.3pp |
| Annual return | -0.62% | 1.03%-1.7pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,761 | $1,988-11.4% | $3,323-47.0% | $1,882-6.4% |
| Participant deferral / active EE | $5,079 | $2,570+97.6% | $3,651+39.1% | $3,022+68.1% |
| Admin fee / account holder | $298 | $1,103-73.0% | $5,299-94.4% | $592-49.6% |