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 27 · EIN 47-1411118 | Advisory (Plan) | $40,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,236 |
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 | $63,300 | $88,122-28.2% | $141,162-55.2% | $67,579-6.3% |
| Participation rate | 89.5% | 76.5%+13.0pp | 82.5%+7.0pp | 71.3%+18.2pp |
| Annual return | 26.96% | 75.40%-48.4pp | 71.39%-44.4pp | 378.56%-351.6pp |
| Employer contribution / active EE | $2,821 | $3,224-12.5% | $4,735-40.4% | $2,148+31.4% |
| Participant deferral / active EE | $9,274 | $5,958+55.7% | $6,709+38.2% | $3,539+162.0% |
| Admin fee / account holder | $42 | $131-67.8% | $10,261-99.6% | $142-70.4% |