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 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $140,730 | $84,936+65.7% | $111,297+26.4% | $79,386+77.3% |
| Participation rate | 88.4% | 75.9%+12.5pp | 77.3%+11.1pp | 70.7%+17.7pp |
| Annual return | 15.55% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $6,121 | $1,979+209.3% | $2,731+124.1% | $2,427+152.1% |
| Participant deferral / active EE | $4,392 | $3,888+13.0% | $4,487-2.1% | $4,046+8.6% |
| Admin fee / account holder | $0 | $537-99.9% | $7,964-100.0% | $626-99.9% |