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 | $9,569 |
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 | $47,177 | $72,770-35.2% | $67,652-30.3% | $55,191-14.5% |
| Participation rate | 75.8% | 78.8%-3.0pp | 75.7%+0.1pp | 69.2%+6.6pp |
| Annual return | 0.73% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,082 | $1,769-38.9% | $2,266-52.2% | $1,899-43.0% |
| Participant deferral / active EE | $3,602 | $3,408+5.7% | $3,560+1.2% | $3,046+18.2% |
| Admin fee / account holder | $30 | $79-62.3% | $4,821-99.4% | $91-67.2% |