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 |
|---|---|---|
KPMG LLP1+ years Service code 17 · EIN 13-5565207 | Pension Consulting | $12,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,275 |
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 | $47,579 | $67,166-29.2% | $57,343-17.0% | $55,191-13.8% |
| Participation rate | 93.5% | 77.7%+15.8pp | 75.1%+18.4pp | 69.2%+24.3pp |
| Annual return | 0.86% | 4.22%-3.4pp | 24.39%-23.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,303 | $2,812-18.1% | $2,689-14.3% | $1,899+21.3% |
| Participant deferral / active EE | $6,921 | $2,835+144.1% | $3,162+118.9% | $3,046+127.2% |
| Admin fee / account holder | $32 | $44-26.1% | $3,356-99.0% | $91-64.6% |