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 55 · EIN 42-1445429 | Other Commissions | $13,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
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 | $53,729 | $83,477-35.6% | $125,175-57.1% | $72,985-26.4% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.5%+28.0pp |
| Annual return | 26.06% | 25.78%+0.3pp | 43.79%-17.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $3,975 | $2,345+69.5% | $3,865+2.8% | $2,440+62.9% |
| Participant deferral / active EE | $9,299 | $3,585+159.4% | $4,937+88.4% | $3,607+157.8% |
| Admin fee / account holder | $2 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |