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 | $21,475 |
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 | $52,753 | $58,726-10.2% | $92,233-42.8% | $62,292-15.3% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.5%+22.4pp | 69.5%+29.4pp |
| Annual return | 13.28% | 43.62%-30.3pp | 176.28%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,804 | $2,392-24.6% | $3,679-51.0% | $2,042-11.6% |
| Participant deferral / active EE | $3,244 | $2,766+17.3% | $3,897-16.7% | $3,169+2.4% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |