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 | $99,486 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $28,500 |
Employer contribution per participant 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 | $34,388 | $66,051-47.9% | $92,893-63.0% | $77,787-55.8% |
| Participation rate | 87.2% | 81.0%+6.2pp | 76.0%+11.2pp | 73.2%+14.0pp |
| Annual return | 19.59% | 20.69%-1.1pp | 109.41%-89.8pp | 32.57%-13.0pp |
| Employer contribution / active EE | $492 | $3,426-85.6% | $3,653-86.5% | $2,504-80.4% |
| Participant deferral / active EE | $3,018 | $3,013+0.1% | $4,236-28.8% | $3,967-23.9% |
| Admin fee / account holder | $100 | $148-32.1% | $5,794-98.3% | $100+0.2% |