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 | $5,890 |
HANSEN BRADSHAW MALMROSE & ERICKSON1+ years Filed as: HANSEN, BRADSHAW, MALMROSE & ERICK Service code 16 · EIN 87-0367930 | Consulting | $5,600 |
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 | $154,545 | $75,183+105.6% | $123,892+24.7% | $55,167+180.1% |
| Participation rate | 75.2% | 72.8%+2.4pp | 81.4%-6.2pp | 69.0%+6.2pp |
| Annual return | 7.53% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $6,593 | $2,823+133.5% | $4,617+42.8% | $1,963+236.0% |
| Participant deferral / active EE | $7,222 | $5,084+42.0% | $5,984+20.7% | $3,054+136.5% |
| Admin fee / account holder | $92 | $663-86.1% | $8,357-98.9% | $504-81.8% |