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 7-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 | $22,352 |
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 | $44,054 | $62,928-30.0% | $172,739-74.5% | $67,579-34.8% |
| Participation rate | 92.7% | 64.5%+28.2pp | 82.6%+10.1pp | 71.3%+21.4pp |
| Annual return | 22.81% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $4,536 | $1,636+177.2% | $5,143-11.8% | $2,148+111.2% |
| Participant deferral / active EE | $3,995 | $2,145+86.3% | $5,198-23.1% | $3,539+12.9% |
| Admin fee / account holder | $64 | $167-61.9% | $13,954-99.5% | $142-55.3% |