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 |
|---|---|---|
S L REED & COMPANY2 years Service code 55 · EIN 95-4569995 | Other Commissions | $12,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,438 |
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 | $37,643 | $89,652-58.0% | $141,162-73.3% | $65,185-42.3% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 51.87% | 32.79%+19.1pp | 71.39%-19.5pp | 29.38%+22.5pp |
| Employer contribution / active EE | $3,980 | $3,065+29.9% | $4,735-15.9% | $2,177+82.9% |
| Participant deferral / active EE | $9,475 | $5,691+66.5% | $6,709+41.2% | $3,514+169.7% |
| Admin fee / account holder | $58 | $569-89.8% | $10,261-99.4% | $847-93.2% |