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 13 · EIN 41-0417830 | Contract Administrator | $1,755 |
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 | $47,064 | $66,302-29.0% | $110,238-57.3% | $56,287-16.4% |
| Participation rate | 82.6% | 74.9%+7.7pp | 79.8%+2.8pp | 69.9%+12.8pp |
| Annual return | -0.55% | -1.18%+0.6pp | 314.74%-315.3pp | -9.96%+9.4pp |
| Employer contribution / active EE | $1,382 | $2,047-32.5% | $3,826-63.9% | $2,111-34.5% |
| Participant deferral / active EE | $3,828 | $3,381+13.2% | $4,672-18.1% | $3,350+14.3% |
| Admin fee / account holder | $12 | $698-98.2% | $8,547-99.9% | $521-97.6% |