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 42-0127290 | Contract Administrator | $9,496 |
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 | $134,025 | $55,453+141.7% | $170,442-21.4% | $62,292+115.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.86% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $5,872 | $2,164+171.4% | $5,433+8.1% | $2,042+187.5% |
| Participant deferral / active EE | $3,352 | $2,303+45.6% | $4,939-32.1% | $3,169+5.8% |
| Admin fee / account holder | $59 | $455-87.0% | $13,880-99.6% | $479-87.7% |