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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $458 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,375 | $99,957-66.6% | $149,696-77.7% | $73,488-54.6% |
| Participation rate | 77.6% | 75.7%+1.9pp | 82.5%-4.9pp | 70.7%+6.9pp |
| Annual return | 31.90% | 53.87%-22.0pp | 276.60%-244.7pp | 28.51%+3.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,068 | $6,073-0.1% | $6,842-11.3% | $3,740+62.3% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.5% |