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 | $16,885 |
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 | $465,405 | $160,088+190.7% | $112,977+311.9% | $73,409+534.0% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 15.65% | 17.93%-2.3pp | 24.24%-8.6pp | 59.29%-43.6pp |
| Employer contribution / active EE | $15,124 | $5,200+190.9% | $4,255+255.5% | $2,234+577.1% |
| Participant deferral / active EE | $15,032 | $8,024+87.3% | $5,836+157.6% | $3,805+295.0% |
| Admin fee / account holder | $17 | $133-87.2% | $6,294-99.7% | $158-89.2% |