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 37 · EIN 04-2647786 | Loan Processing | $8,757 |
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 | $48,164 | $50,175-4.0% | $99,443-51.6% | $65,185-26.1% |
| Participation rate | 74.9% | 68.4%+6.4pp | 73.8%+1.0pp | 70.2%+4.7pp |
| Annual return | 24.23% | 25.36%-1.1pp | 30.72%-6.5pp | 29.38%-5.2pp |
| Employer contribution / active EE | $618 | $1,496-58.7% | $2,540-75.7% | $2,177-71.6% |
| Participant deferral / active EE | $2,059 | $2,748-25.1% | $3,619-43.1% | $3,514-41.4% |
| Admin fee / account holder | $57 | $398-85.6% | $6,250-99.1% | $847-93.2% |