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 | $6,069 |
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 | $77,194 | $72,770+6.1% | $67,652+14.1% | $55,191+39.9% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.5pp |
| Annual return | 1.20% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,669 | $1,769+50.8% | $2,266+17.8% | $1,899+40.6% |
| Participant deferral / active EE | $4,737 | $3,408+39.0% | $3,560+33.1% | $3,046+55.5% |
| Admin fee / account holder | $21 | $79-73.9% | $4,821-99.6% | $91-77.4% |