Filed May 22, 2023
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 | $1,325 |
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 | $94,283 | $60,165+56.7% | $74,183+27.1% | $55,167+70.9% |
| Participation rate | 97.7% | 74.2%+23.6pp | 76.6%+21.1pp | 69.0%+28.8pp |
| Annual return | 6.85% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $3,058 | $1,600+91.2% | $2,370+29.0% | $1,963+55.8% |
| Participant deferral / active EE | $5,100 | $2,973+71.6% | $3,550+43.7% | $3,054+67.0% |
| Admin fee / account holder | $5 | $419-98.9% | $5,586-99.9% | $504-99.1% |