Filed April 29, 2025
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 | $1,538 |
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 | $116,987 | $98,982+18.2% | $162,163-27.9% | $65,185+79.5% |
| Participation rate | 98.5% | 85.8%+12.7pp | 87.6%+11.0pp | 70.2%+28.3pp |
| Annual return | 24.21% | 24.84%-0.6pp | 115.59%-91.4pp | 29.38%-5.2pp |
| Employer contribution / active EE | $6,803 | $3,467+96.2% | $5,614+21.2% | $2,177+212.5% |
| Participant deferral / active EE | $11,721 | $5,384+117.7% | $7,298+60.6% | $3,514+233.6% |
| Admin fee / account holder | $13 | $596-97.8% | $10,843-99.9% | $847-98.5% |