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 12 · EIN 71-0294708 | Contract Administrator; Recordkeeping... | $5,250 |
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 | $42,230 | $88,515-52.3% | $162,163-74.0% | $67,579-37.5% |
| Participation rate | 80.5% | 86.8%-6.3pp | 87.6%-7.1pp | 71.3%+9.2pp |
| Annual return | 28.78% | 27.04%+1.7pp | 115.59%-86.8pp | 378.56%-349.8pp |
| Employer contribution / active EE | $5,191 | $3,563+45.7% | $5,614-7.5% | $2,148+141.7% |
| Participant deferral / active EE | $4,586 | $5,724-19.9% | $7,298-37.2% | $3,539+29.6% |
| Admin fee / account holder | $48 | $124-61.2% | $10,843-99.6% | $142-66.3% |