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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.
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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 | -$55,147 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,405 | $82,546-53.5% | $140,016-72.6% | $75,289-49.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 72.4%+19.9pp |
| Annual return | -5.91% | -0.36%-5.5pp | 651.12%-657.0pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,385 | $3,856-64.1% | $5,606-75.3% | $2,405-42.4% |
| Participant deferral / active EE | $4,411 | $5,731-23.0% | $6,927-36.3% | $3,739+18.0% |
| Admin fee / account holder | $10 | $86-88.1% | $10,705-99.9% | $102-90.1% |