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 | -$125,385 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $347,505 | $120,075+189.4% | $90,782+282.8% | $55,725+523.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.7%+17.3pp | 70.9%+29.1pp |
| Annual return | -5.04% | -3.47%-1.6pp | -3.42%-1.6pp | 244.93%-250.0pp |
| Employer contribution / active EE | $12,928 | $4,693+175.5% | $4,105+214.9% | $2,078+522.1% |
| Participant deferral / active EE | $12,647 | $6,826+85.3% | $5,366+135.7% | $3,356+276.9% |
| Admin fee / account holder | -$120 | $111-207.9% | $5,908-102.0% | $115-204.4% |