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 7-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 26 · EIN 71-0294708 | Advisory (Participants) | $75,764 |
GIRON CRIS S2 years Service code 55 9400 HOLLY AVE NE BLDG 4 · ALBUQUERQUE, NM 87122 | Other Commissions | $14,107 |
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 | $16,387 | $29,369-44.2% | $77,482-78.8% | $73,409-77.7% |
| Participation rate | 95.4% | 37.9%+57.4pp | 54.2%+41.2pp | 72.2%+23.2pp |
| Annual return | 11.72% | 358.15%-346.4pp | 54.79%-43.1pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,304 | $406+221.2% | $986+32.2% | $2,234-41.6% |
| Participant deferral / active EE | $1,286 | $941+36.7% | $1,861-30.9% | $3,805-66.2% |
| Admin fee / account holder | $74 | $123-39.7% | $2,858-97.4% | $158-53.1% |