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 | $6,508 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,981 | $111,608+137.4% | $177,821+49.0% | $73,409+261.0% |
| Participation rate | 98.6% | 87.9%+10.7pp | 87.7%+10.9pp | 72.2%+26.4pp |
| Annual return | 20.44% | 18.23%+2.2pp | 48.32%-27.9pp | 59.29%-38.9pp |
| Employer contribution / active EE | $8,353 | $3,796+120.0% | $5,918+41.1% | $2,234+273.9% |
| Participant deferral / active EE | $18,307 | $6,199+195.3% | $7,714+137.3% | $3,805+381.1% |
| Admin fee / account holder | $4 | $166-97.6% | $12,427-100.0% | $158-97.5% |