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 | $5,214 |
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 | $234,123 | $56,972+310.9% | $182,532+28.3% | $65,185+259.2% |
| Participation rate | 99.2% | 66.5%+32.7pp | 78.0%+21.2pp | 70.2%+29.0pp |
| Annual return | 24.06% | 27.67%-3.6pp | 148.54%-124.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $2,123 | $1,615+31.5% | $4,076-47.9% | $2,177-2.5% |
| Participant deferral / active EE | $8,933 | $3,526+153.3% | $5,524+61.7% | $3,514+154.2% |
| Admin fee / account holder | $20 | $528-96.1% | $8,592-99.8% | $847-97.6% |