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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.
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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 | $27,850 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,201 | $79,519-16.7% | $95,952-31.0% | $73,409-9.8% |
| Participation rate | 68.9% | 81.2%-12.3pp | 77.1%-8.2pp | 72.2%-3.3pp |
| Annual return | 16.98% | 19.20%-2.2pp | 91.61%-74.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $401 | $2,048-80.4% | $2,541-84.2% | $2,234-82.0% |
| Participant deferral / active EE | $2,863 | $4,138-30.8% | $4,167-31.3% | $3,805-24.8% |
| Admin fee / account holder | $141 | $184-23.3% | $6,795-97.9% | $158-10.4% |