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 9-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 | $22,163 |
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 | $148,226 | $63,114+134.9% | $92,893+59.6% | $65,185+127.4% |
| Participation rate | 97.1% | 68.8%+28.3pp | 76.0%+21.1pp | 70.2%+26.9pp |
| Annual return | 20.27% | 28.75%-8.5pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $3,820 | $2,571+48.6% | $3,653+4.6% | $2,177+75.5% |
| Participant deferral / active EE | $7,579 | $3,108+143.8% | $4,236+78.9% | $3,514+115.7% |
| Admin fee / account holder | $157 | $624-74.8% | $5,794-97.3% | $847-81.4% |