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 | $41,964 |
Filed as: PHILLIPS AND COMPANY Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,662 |
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 | $36,328 | $69,305-47.6% | $82,313-55.9% | $69,631-47.8% |
| Participation rate | 92.6% | 80.3%+12.4pp | 76.9%+15.7pp | 70.7%+21.9pp |
| Annual return | 19.62% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $893 | $1,887-52.6% | $2,428-63.2% | $2,032-56.0% |
| Participant deferral / active EE | $4,174 | $3,568+17.0% | $3,706+12.6% | $3,224+29.5% |
| Admin fee / account holder | $136 | $97+40.2% | $5,608-97.6% | $110+23.4% |