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 37 · EIN 04-2647786 | Loan Processing | $654,686 |
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 | $182,068 | $62,111+193.1% | $71,671+154.0% | $177,276+2.7% |
| Participation rate | 100.0% | 69.4%+30.5pp | 68.7%+31.2pp | 74.8%+25.1pp |
| Annual return | 19.19% | 17.83%+1.4pp | 20.65%-1.5pp | 21.25%-2.1pp |
| Employer contribution / active EE | $10,443 | $2,059+407.1% | $2,460+324.5% | $2,479+321.3% |
| Participant deferral / active EE | $8,482 | $2,943+188.2% | $3,438+146.7% | $3,881+118.6% |
| Admin fee / account holder | $75 | $66+13.1% | $5,558-98.6% | $154-51.2% |