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 | $43,615 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,370 | $88,890-41.1% | $102,423-48.9% | $77,643-32.6% |
| Participation rate | 83.5% | 80.9%+2.5pp | 76.5%+7.0pp | 70.6%+12.9pp |
| Annual return | 14.84% | 24.98%-10.1pp | 29.32%-14.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,101 | $2,698-22.1% | $3,023-30.5% | $2,726-22.9% |
| Participant deferral / active EE | $5,268 | $5,145+2.4% | $5,053+4.3% | $4,647+13.4% |
| Admin fee / account holder | $114 | $235-51.4% | $9,451-98.8% | $430-73.4% |