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 | $129,710 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $91,935 |
SEAVER & FORCK CPAS1 year Filed as: SEAVER AND FORCK, CPAS LLC Service code 10 · EIN 26-1136632 | Accounting | $13,000 |
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 | $58,076 | $102,389-43.3% | $100,516-42.2% | $90,288-35.7% |
| Participation rate | 92.2% | 84.0%+8.2pp | 79.4%+12.8pp | 73.4%+18.9pp |
| Annual return | 122.10% | 22.50%+99.6pp | 30.89%+91.2pp | 53.97%+68.1pp |
| Employer contribution / active EE | $4 | $3,056-99.9% | $3,418-99.9% | $2,524-99.8% |
| Participant deferral / active EE | $6,031 | $7,514-19.7% | $6,270-3.8% | $4,232+42.5% |
| Admin fee / account holder | $95 | $83+14.1% | $8,081-98.8% | $114-16.7% |