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 26 · EIN 71-0294708 | Advisory (Participants) | $135,238 |
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 | $97,135 | $100,801-3.6% | $149,696-35.1% | $73,409+32.3% |
| Participation rate | 71.8% | 77.7%-5.9pp | 82.5%-10.7pp | 72.2%-0.4pp |
| Annual return | 23.68% | 265.34%-241.7pp | 276.60%-252.9pp | 59.29%-35.6pp |
| Employer contribution / active EE | $1,774 | $3,312-46.4% | $4,644-61.8% | $2,234-20.6% |
| Participant deferral / active EE | $6,351 | $6,404-0.8% | $6,842-7.2% | $3,805+66.9% |
| Admin fee / account holder | $238 | $181+31.6% | $9,309-97.4% | $158+50.7% |