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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 | $1,625 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $58,516 | $56,629+3.3% | $77,999-25.0% | $55,167+6.1% |
| Participation rate | 81.6% | 73.3%+8.3pp | 75.5%+6.1pp | 69.0%+12.6pp |
| Annual return | 7.60% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $206 | $1,723-88.0% | $2,470-91.7% | $1,963-89.5% |
| Participant deferral / active EE | $3,208 | $2,777+15.5% | $3,497-8.3% | $3,054+5.0% |
| Admin fee / account holder | $12 | $467-97.4% | $5,480-99.8% | $504-97.6% |