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 |
|---|---|---|
FACTS, INC.2 years Service code 13 · EIN 35-1278046 200 S. WASHINGTON ST, SUITE 310 · CRAWFORDSVILLE, IN 47966 | Contract Administrator | $5,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,182 | $73,102-66.9% | $123,544-80.4% | $56,287-57.0% |
| Participation rate | 41.3% | 74.3%-33.0pp | 82.3%-41.0pp | 69.9%-28.5pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $912 | $2,977-69.4% | $4,628-80.3% | $2,111-56.8% |
| Participant deferral / active EE | $2,128 | $5,423-60.8% | $6,426-66.9% | $3,350-36.5% |
| Admin fee / account holder | $69 | $554-87.5% | $9,284-99.3% | $521-86.7% |