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 | $2,925 |
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 | $99,144 | $61,660+60.8% | $80,019+23.9% | $64,186+54.5% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.8%+23.0pp | 69.6%+29.3pp |
| Annual return | -3.62% | -0.33%-3.3pp | 11.22%-14.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $9,844 | $1,810+443.7% | $2,468+298.9% | $2,381+313.5% |
| Participant deferral / active EE | $10,352 | $2,968+248.8% | $3,686+180.9% | $3,470+198.4% |
| Admin fee / account holder | $26 | $5,417-99.5% | $6,521-99.6% | $4,888-99.5% |