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 | $3,644 |
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 | $72,297 | $49,138+47.1% | $84,015-13.9% | $65,185+10.9% |
| Participation rate | 94.4% | 60.7%+33.7pp | 69.0%+25.4pp | 70.2%+24.2pp |
| Annual return | 21.19% | 23.00%-1.8pp | 71.31%-50.1pp | 29.38%-8.2pp |
| Employer contribution / active EE | $730 | $914-20.1% | $1,983-63.2% | $2,177-66.5% |
| Participant deferral / active EE | $4,188 | $2,397+74.7% | $3,239+29.3% | $3,514+19.2% |
| Admin fee / account holder | $27 | $543-95.0% | $6,101-99.6% | $847-96.8% |