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 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $28,527 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,787 |
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 | $95,237 | $51,620+84.5% | $90,281+5.5% | $65,185+46.1% |
| Participation rate | 93.6% | 68.6%+25.0pp | 73.3%+20.3pp | 70.2%+23.4pp |
| Annual return | 22.09% | 24.94%-2.8pp | 78.10%-56.0pp | 29.38%-7.3pp |
| Employer contribution / active EE | $2,262 | $2,235+1.2% | $2,854-20.8% | $2,177+3.9% |
| Participant deferral / active EE | $7,647 | $2,871+166.4% | $3,885+96.8% | $3,514+117.6% |
| Admin fee / account holder | $231 | $384-39.9% | $5,351-95.7% | $847-72.8% |