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 13 · EIN 41-0417830 | Contract Administrator | $8,509 |
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 | $38,935 | $73,404-47.0% | $87,100-55.3% | $67,579-42.4% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.9%+14.3pp | 71.3%+19.9pp |
| Annual return | 20.65% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $852 | $2,014-57.7% | $2,521-66.2% | $2,148-60.3% |
| Participant deferral / active EE | $2,447 | $3,913-37.5% | $4,049-39.6% | $3,539-30.9% |
| Admin fee / account holder | $26 | $142-81.4% | $7,497-99.6% | $142-81.5% |