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 |
|---|---|---|
Filed as: PORTER KEADLE MOORE Service code 10 · EIN 58-1303048 | Accounting | $9,029 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $775 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
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 | $99,296 | $80,753+23.0% | $136,294-27.1% | $62,292+59.4% |
| Participation rate | 85.7% | 73.5%+12.2pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 16.10% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,599 | $2,884-44.5% | $4,695-65.9% | $2,042-21.7% |
| Participant deferral / active EE | $4,512 | $5,164-12.6% | $6,247-27.8% | $3,169+42.4% |
| Admin fee / account holder | $78 | $525-85.1% | $9,243-99.2% | $479-83.6% |