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 | $26,035 |
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 | $49,939 | $63,114-20.9% | $92,893-46.2% | $65,185-23.4% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | 20.40% | 28.75%-8.4pp | 109.41%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,876 | $2,571-27.0% | $3,653-48.6% | $2,177-13.8% |
| Participant deferral / active EE | $3,142 | $3,108+1.1% | $4,236-25.8% | $3,514-10.6% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |