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 | $5,370 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,940 | $54,672-5.0% | $80,019-35.1% | - |
| Participation rate | 82.8% | 65.0%+17.8pp | 75.8%+7.0pp | - |
| Annual return | -2.44% | -8.02%+5.6pp | 11.22%-13.7pp | - |
| Employer contribution / active EE | $1,379 | $1,529-9.8% | $2,468-44.1% | - |
| Participant deferral / active EE | $2,056 | $2,794-26.4% | $3,686-44.2% | - |
| Admin fee / account holder | $53 | $4,207-98.7% | $6,521-99.2% | - |