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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.
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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 13 · EIN 41-0417830 | Contract Administrator | $15,780 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,732 | $56,972-68.9% | $182,532-90.3% | $65,185-72.8% |
| Participation rate | 73.0% | 66.5%+6.5pp | 78.0%-5.0pp | 70.2%+2.8pp |
| Annual return | 37.99% | 27.67%+10.3pp | 148.54%-110.5pp | 29.38%+8.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,266 | $3,526-64.1% | $5,524-77.1% | $3,514-64.0% |
| Admin fee / account holder | $80 | $528-84.8% | $8,592-99.1% | $847-90.5% |