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 | $50 |
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 | $73,292 | $58,879+24.5% | $178,490-58.9% | $73,488-0.3% |
| Participation rate | 97.9% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | -5.32% | 24.86%-30.2pp | 151.07%-156.4pp | 28.51%-33.8pp |
| Employer contribution / active EE | $4,535 | $2,236+102.8% | $5,011-9.5% | $2,270+99.8% |
| Participant deferral / active EE | $2,898 | $2,567+12.9% | $5,202-44.3% | $3,740-22.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |