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 15 · EIN 01-0233346 | Recordkeeping | $188 |
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 | $48,481 | $70,002-30.7% | $115,037-57.9% | $52,331-7.4% |
| Participation rate | 79.2% | 72.1%+7.1pp | 81.4%-2.2pp | 68.1%+11.1pp |
| Annual return | 17.17% | 4.04%+13.1pp | 26.14%-9.0pp | 4.54%+12.6pp |
| Employer contribution / active EE | $2,268 | $2,715-16.5% | $4,608-50.8% | $1,882+20.5% |
| Participant deferral / active EE | $6,381 | $4,920+29.7% | $6,026+5.9% | $3,022+111.1% |
| Admin fee / account holder | $159 | $566-72.0% | $8,175-98.1% | $592-73.2% |