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 | $30,286 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $102,476 | $52,953+93.5% | $172,739-40.7% | $65,185+57.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.35% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.0pp |
| Employer contribution / active EE | $6,009 | $2,190+174.4% | $5,143+16.8% | $2,177+176.1% |
| Participant deferral / active EE | $4,663 | $2,471+88.7% | $5,198-10.3% | $3,514+32.7% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.1% |