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 | $32,807 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $334,021 | $47,977+596.2% | $154,107+116.7% | $56,287+493.4% |
| Participation rate | 99.4% | 66.2%+33.2pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | -6.48% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $21,726 | $2,169+901.8% | $5,298+310.1% | $2,111+929.2% |
| Participant deferral / active EE | $14,219 | $2,392+494.5% | $5,081+179.9% | $3,350+324.5% |
| Admin fee / account holder | $34 | $438-92.4% | $13,411-99.8% | $521-93.6% |