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 15 · EIN 35-0145825 250 W. NORTH STREET · INDIANAPOLIS, IN 46202 | Recordkeeping | $27,749 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,217 | $59,805+22.4% | $79,550-8.0% | $68,494+6.9% |
| Participation rate | 89.8% | 61.1%+28.7pp | 69.5%+20.3pp | 67.9%+21.9pp |
| Annual return | -16.41% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,495 | $1,505+65.8% | $2,413+3.4% | $2,596-3.9% |
| Participant deferral / active EE | $4,428 | $3,024+46.4% | $3,985+11.1% | $4,027+10.0% |
| Admin fee / account holder | $71 | $4,835-98.5% | $6,832-99.0% | $5,403-98.7% |