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 15 · EIN 04-2647786 | Recordkeeping | -$231,349 |
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 | $374,720 | $45,068+731.5% | $67,221+457.4% | $73,409+410.5% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.4%+18.7pp | 72.2%+25.9pp |
| Annual return | 15.31% | 16.15%-0.8pp | 20.72%-5.4pp | 59.29%-44.0pp |
| Employer contribution / active EE | $12,100 | $2,041+492.7% | $3,723+225.0% | $2,234+441.7% |
| Participant deferral / active EE | $17,733 | $2,660+566.5% | $4,384+304.5% | $3,805+366.0% |
| Admin fee / account holder | $109 | $111-2.1% | $5,844-98.1% | $158-31.2% |