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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.
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 |
|---|---|---|
SUNDVOLD FINANCIAL2+ years Service code 16 · EIN 43-1823054 | Consulting | $73,571 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 | Trustee (directed); Claims processing... | $61,516 |
Employer 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 | $45,924 | $71,802-36.0% | $133,980-65.7% | $57,658-20.4% |
| Participation rate | 85.7% | 85.5%+0.2pp | 87.1%-1.4pp | 70.2%+15.5pp |
| Annual return | 7.66% | 13.51%-5.8pp | 29.30%-21.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $878 | $3,161-72.2% | $5,211-83.2% | $1,974-55.5% |
| Participant deferral / active EE | $2,629 | $4,606-42.9% | $6,282-58.2% | $3,061-14.1% |
| Admin fee / account holder | $4 | $88-95.2% | $9,324-100.0% | $95-95.6% |