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 | $73,800 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,148 |
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 | $76,163 | $101,523-25.0% | $141,162-46.0% | $77,787-2.1% |
| Participation rate | 95.8% | 77.4%+18.4pp | 82.5%+13.3pp | 73.2%+22.6pp |
| Annual return | 26.17% | 56.22%-30.1pp | 71.39%-45.2pp | 32.57%-6.4pp |
| Employer contribution / active EE | $3,490 | $3,341+4.5% | $4,735-26.3% | $2,504+39.3% |
| Participant deferral / active EE | $11,336 | $6,434+76.2% | $6,709+69.0% | $3,967+185.7% |
| Admin fee / account holder | $61 | $92-33.0% | $10,261-99.4% | $100-38.7% |