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 13-3689044 | Participant communication; Float reve... | $83,034 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $126,449 | $67,166+88.3% | $57,343+120.5% | $55,191+129.1% |
| Participation rate | 86.0% | 77.7%+8.3pp | 75.1%+10.9pp | 69.2%+16.8pp |
| Annual return | 0.88% | 4.22%-3.3pp | 24.39%-23.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,369 | $2,812-15.8% | $2,689-11.9% | $1,899+24.8% |
| Participant deferral / active EE | $2,993 | $2,835+5.6% | $3,162-5.4% | $3,046-1.8% |
| Admin fee / account holder | $279 | $44+541.0% | $3,356-91.7% | $91+207.5% |