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 60 · EIN 04-2647786 | Sub-TA Fees | $91,025 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $43,351 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,590 | $86,338-53.0% | $91,989-55.9% | $77,787-47.8% |
| Participation rate | 81.8% | 82.9%-1.2pp | 78.6%+3.1pp | 73.2%+8.5pp |
| Annual return | 22.00% | 29.65%-7.7pp | 69.02%-47.0pp | 32.57%-10.6pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,452-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,787 | $6,908-30.7% | $5,923-19.2% | $3,967+20.7% |
| Admin fee / account holder | $82 | $79+3.3% | $7,743-98.9% | $100-18.1% |