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 |
|---|---|---|
EMJAY CORPORATION1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
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 | $168,876 | $100,041+68.8% | $149,718+12.8% | $70,131+140.8% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 20.27% | 27.43%-7.2pp | 1501.63%-1481.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,074 | $3,662+11.3% | $5,445-25.2% | $2,342+73.9% |
| Participant deferral / active EE | $10,603 | $4,983+112.8% | $6,569+61.4% | $3,332+218.2% |
| Admin fee / account holder | $10 | $8,286-99.9% | $11,283-99.9% | $4,645-99.8% |