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 |
|---|---|---|
FIIOC1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,209 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $13,750 |
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 | $176,995 | $88,324+100.4% | $115,037+53.9% | $55,191+220.7% |
| Participation rate | 95.2% | 72.5%+22.7pp | 81.4%+13.9pp | 69.2%+26.1pp |
| Annual return | 22.32% | 6.30%+16.0pp | 26.14%-3.8pp | 10.78%+11.5pp |
| Employer contribution / active EE | $6,348 | $2,805+126.3% | $4,608+37.8% | $1,899+234.3% |
| Participant deferral / active EE | $7,298 | $5,042+44.7% | $6,026+21.1% | $3,046+139.6% |
| Admin fee / account holder | $77 | $105-26.8% | $8,175-99.1% | $91-15.1% |