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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $125,984 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $61,178 | $105,247-41.9% | $87,100-29.8% | $77,787-21.4% |
| Participation rate | 90.4% | 85.8%+4.6pp | 76.9%+13.6pp | 73.2%+17.2pp |
| Annual return | 21.98% | 24.52%-2.5pp | 28.19%-6.2pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,613 | $2,895-44.3% | $2,521-36.0% | $2,504-35.6% |
| Participant deferral / active EE | $4,683 | $5,060-7.5% | $4,049+15.7% | $3,967+18.0% |
| Admin fee / account holder | $90 | $104-13.9% | $7,497-98.8% | $100-10.1% |