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 |
|---|---|---|
BILLINGS AND COMPANY, INC.1 year Service code 15 · EIN 42-1330861 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Recordkeeping | $8,202 |
Service code 26 · EIN 74-2868680 1505 WEDGEFIELD CIR · NOPERVILLE, IL 60563 | Advisory (Participants) | $0 |
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 | $26,490 | $63,346-58.2% | $92,233-71.3% | $70,131-62.2% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.4pp |
| Annual return | 17.73% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,893 | $2,471-23.4% | $3,679-48.5% | $2,342-19.2% |
| Participant deferral / active EE | $2,871 | $2,854+0.6% | $3,897-26.3% | $3,332-13.8% |
| Admin fee / account holder | $236 | $3,840-93.9% | $5,194-95.5% | $4,645-94.9% |