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 7-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 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $14,258 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,715 | $58,655-93.7% | $91,989-96.0% | $65,185-94.3% |
| Participation rate | 86.6% | 75.3%+11.3pp | 78.6%+7.9pp | 70.2%+16.4pp |
| Annual return | 146.02% | 33.92%+112.1pp | 69.02%+77.0pp | 29.38%+116.6pp |
| Employer contribution / active EE | $1,109 | $2,080-46.7% | $3,452-67.9% | $2,177-49.0% |
| Participant deferral / active EE | $2,460 | $5,474-55.1% | $5,923-58.5% | $3,514-30.0% |
| Admin fee / account holder | $62 | $434-85.8% | $7,743-99.2% | $847-92.7% |