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 | $24,490 |
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $9,500 |
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 | $133,897 | $52,884+153.2% | $84,750+58.0% | $55,167+142.7% |
| Participation rate | 82.5% | 67.5%+14.9pp | 76.6%+5.9pp | 69.0%+13.5pp |
| Annual return | 7.43% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,483 | $2,233+11.2% | $3,574-30.5% | $1,963+26.5% |
| Participant deferral / active EE | $5,247 | $2,644+98.5% | $3,712+41.4% | $3,054+71.8% |
| Admin fee / account holder | $292 | $581-49.8% | $5,332-94.5% | $504-42.1% |