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 9-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 | $22,578 |
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 | $76,582 | $136,307-43.8% | $177,821-56.9% | $73,488+4.2% |
| Participation rate | 88.0% | 86.1%+1.9pp | 87.7%+0.3pp | 70.7%+17.3pp |
| Annual return | 14.71% | 18.68%-4.0pp | 48.32%-33.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,246 | $3,712-39.5% | $5,918-62.0% | $2,270-1.1% |
| Participant deferral / active EE | $6,330 | $5,829+8.6% | $7,714-17.9% | $3,740+69.3% |
| Admin fee / account holder | $131 | $596-78.0% | $12,427-98.9% | $513-74.4% |