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 |
|---|---|---|
S L REED & COMPANY1+ years Service code 55 11111 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Other Commissions | $40,341 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,844 |
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 | $28,094 | $57,435-51.1% | $105,218-73.3% | $55,191-49.1% |
| Participation rate | 90.6% | 71.3%+19.3pp | 77.2%+13.4pp | 69.2%+21.5pp |
| Annual return | 53.37% | 2.97%+50.4pp | 5.33%+48.0pp | 10.78%+42.6pp |
| Employer contribution / active EE | $2,058 | $1,920+7.2% | $3,255-36.8% | $1,899+8.4% |
| Participant deferral / active EE | $6,322 | $3,495+80.9% | $4,867+29.9% | $3,046+107.5% |
| Admin fee / account holder | $4 | $70-93.8% | $6,992-99.9% | $91-95.2% |