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 | $116,371 |
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 | $82,384 | $105,247-21.7% | $87,100-5.4% | $77,787+5.9% |
| Participation rate | 87.8% | 85.8%+2.0pp | 76.9%+11.0pp | 73.2%+14.6pp |
| Annual return | 23.56% | 24.52%-1.0pp | 28.19%-4.6pp | 32.57%-9.0pp |
| Employer contribution / active EE | $3,537 | $2,895+22.2% | $2,521+40.3% | $2,504+41.2% |
| Participant deferral / active EE | $4,832 | $5,060-4.5% | $4,049+19.3% | $3,967+21.8% |
| Admin fee / account holder | $35 | $104-66.9% | $7,497-99.5% | $100-65.4% |