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 13 · EIN 42-0127290 | Contract Administrator | $50,744 |
Filed as: SILVERSTONE ASSET MGMT. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $22,892 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $10,761 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $48,071 | $72,254-33.5% | $86,677-44.5% | $64,808-25.8% |
| Participation rate | 90.4% | 80.4%+10.0pp | 76.6%+13.8pp | 71.5%+18.9pp |
| Annual return | -11.27% | 392.42%-403.7pp | 35.91%-47.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $3,222 | $2,393+34.7% | $2,836+13.6% | $2,506+28.6% |
| Participant deferral / active EE | $3,436 | $4,658-26.2% | $4,656-26.2% | $4,310-20.3% |
| Admin fee / account holder | $161 | $174-7.5% | $7,493-97.9% | $188-14.4% |