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 | -$92,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $278,601 | $69,631+300.1% | $56,429+393.7% | $69,631+300.1% |
| Participation rate | 96.8% | 70.7%+26.1pp | 80.0%+16.8pp | 70.7%+26.1pp |
| Annual return | 18.13% | 27571.02%-27552.9pp | 19.04%-0.9pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $11,622 | $2,032+471.9% | $3,405+241.3% | $2,032+471.9% |
| Participant deferral / active EE | $16,478 | $3,224+411.2% | $3,951+317.0% | $3,224+411.2% |
| Admin fee / account holder | $14 | $110-87.5% | $4,466-99.7% | $110-87.5% |