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 8-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 | $55,573 |
Filed as: TWELVE POINTS WEALTH MGMT Service code 16 · EIN 46-5061538 | Consulting | $45,583 |
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 | $46,434 | $96,458-51.9% | $136,294-65.9% | $77,958-40.4% |
| Participation rate | 89.4% | 75.4%+14.0pp | 81.9%+7.4pp | 71.6%+17.7pp |
| Annual return | 284.85% | 23.78%+261.1pp | 5155.94%-4871.1pp | 20.87%+264.0pp |
| Employer contribution / active EE | $2,697 | $3,144-14.2% | $4,695-42.6% | $2,310+16.7% |
| Participant deferral / active EE | $8,520 | $5,902+44.3% | $6,247+36.4% | $3,537+140.9% |
| Admin fee / account holder | $30 | $80-62.6% | $9,243-99.7% | $97-69.1% |