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 | $2,951 |
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 | $55,963 | $94,529-40.8% | $140,016-60.0% | $64,186-12.8% |
| Participation rate | 88.7% | 84.1%+4.6pp | 87.5%+1.2pp | 69.6%+19.1pp |
| Annual return | -6.27% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,110 | $3,812-44.7% | $5,606-62.4% | $2,381-11.4% |
| Participant deferral / active EE | $6,674 | $5,250+27.1% | $6,927-3.7% | $3,470+92.4% |
| Admin fee / account holder | $27 | $6,741-99.6% | $10,705-99.7% | $4,888-99.4% |