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 60 · EIN 04-2647786 | Sub-TA Fees | $2,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,963 | $52,519-4.9% | $155,790-67.9% | $59,632-16.2% |
| Participation rate | 90.8% | 61.7%+29.1pp | 76.1%+14.7pp | 68.7%+22.1pp |
| Annual return | 0.24% | 53.51%-53.3pp | 71.54%-71.3pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,201 | $1,589-24.4% | $3,836-68.7% | $2,203-45.5% |
| Participant deferral / active EE | $3,877 | $3,084+25.7% | $4,797-19.2% | $3,192+21.5% |
| Admin fee / account holder | $33 | $3,540-99.1% | $7,478-99.6% | $4,297-99.2% |