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 13 · EIN 42-0127290 | Contract Administrator | $45,580 |
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 | $124,947 | $61,058+104.6% | $71,209+75.5% | $85,563+46.0% |
| Participation rate | 98.1% | 58.6%+39.6pp | 73.8%+24.4pp | 66.0%+32.2pp |
| Annual return | 17.13% | 100.41%-83.3pp | 282.51%-265.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $5,872 | $2,199+167.1% | $2,721+115.8% | $2,654+121.3% |
| Participant deferral / active EE | $9,832 | $3,173+209.9% | $4,175+135.5% | $4,375+124.7% |
| Admin fee / account holder | $116 | $855-86.4% | $5,349-97.8% | $834-86.1% |