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 | $564,462 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,097 |
Service code 10 · EIN 74-1695589 | Accounting | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,683 | $85,257+202.2% | $70,515+265.4% | $103,482+149.0% |
| Participation rate | 99.9% | 71.0%+29.0pp | 68.3%+31.6pp | 73.3%+26.7pp |
| Annual return | 20.73% | 25.37%-4.6pp | 32.77%-12.0pp | 33.11%-12.4pp |
| Employer contribution / active EE | $13,724 | $3,007+356.5% | $2,973+361.6% | $3,208+327.8% |
| Participant deferral / active EE | $11,175 | $4,773+134.1% | $4,567+144.7% | $5,207+114.6% |
| Admin fee / account holder | $75 | $89-15.0% | $6,412-98.8% | $114-34.0% |