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 | $10,715 |
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 | $38,202 | $63,905-40.2% | $74,183-48.5% | $57,658-33.7% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.6%+17.2pp | 70.2%+23.5pp |
| Annual return | 9.50% | 60.60%-51.1pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,179 | $1,840-35.9% | $2,370-50.3% | $1,974-40.3% |
| Participant deferral / active EE | $4,248 | $3,448+23.2% | $3,550+19.7% | $3,061+38.8% |
| Admin fee / account holder | $25 | $91-72.7% | $5,586-99.6% | $95-73.7% |