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 |
|---|---|---|
ADVISORY CONSULTING GROUP LLC3 years Filed as: ADVISORY CONSULTING GROUP Service code 16 · EIN 20-5926419 | Consulting | $20,543 |
Filed as: SILICON VALLEY ACCOUNTANCY CORPORA Service code 10 · EIN 77-0573994 | Accounting | $16,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,053 |
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 | $202,496 | $75,388+168.6% | $123,544+63.9% | $55,725+263.4% |
| Participation rate | 89.3% | 75.7%+13.6pp | 82.3%+7.0pp | 70.9%+18.4pp |
| Annual return | -5.40% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $5,513 | $3,063+80.0% | $4,628+19.1% | $2,078+165.3% |
| Participant deferral / active EE | $19,218 | $5,651+240.1% | $6,426+199.1% | $3,356+472.7% |
| Admin fee / account holder | -$3 | $120-102.6% | $9,284-100.0% | $115-102.7% |