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 | $4,188 |
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 | $193,192 | $52,953+264.8% | $172,739+11.8% | $65,185+196.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.64% | 30.12%-6.5pp | 802.84%-779.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $3,460 | $2,190+58.0% | $5,143-32.7% | $2,177+59.0% |
| Participant deferral / active EE | $5,103 | $2,471+106.5% | $5,198-1.8% | $3,514+45.2% |
| Admin fee / account holder | $14 | $472-97.0% | $13,954-99.9% | $847-98.3% |