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 |
|---|---|---|
IFAM CAPITAL3 years Service code 26 · EIN 47-2600132 | Advisory (Participants) | $26,211 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,111 | $61,214+29.2% | $83,333-5.1% | $56,287+40.6% |
| Participation rate | 97.0% | 72.6%+24.4pp | 77.8%+19.2pp | 69.9%+27.1pp |
| Annual return | -5.51% | 0.42%-5.9pp | 10.63%-16.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,369 | $5,091-14.2% | $5,565-21.5% | $3,350+30.4% |
| Admin fee / account holder | $127 | $512-75.2% | $7,510-98.3% | $521-75.7% |