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 | $3,575 |
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 | $59,237 | $87,168-32.0% | $98,907-40.1% | - |
| Participation rate | 81.8% | 73.1%+8.7pp | 76.0%+5.8pp | - |
| Annual return | 5.29% | 9.75%-4.5pp | 196.43%-191.1pp | - |
| Employer contribution / active EE | $1,462 | $2,509-41.7% | $2,689-45.6% | - |
| Participant deferral / active EE | $2,393 | $3,188-25.0% | $4,244-43.6% | - |
| Admin fee / account holder | $36 | $3,143-98.9% | $6,642-99.5% | - |