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 | $40,910 |
Filed as: SIGNATURE INVESTORS, INC. Service code 22 · EIN 04-3283827 | Insurance Broker | $26,890 |
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 | $35,278 | $74,347-52.6% | $93,606-62.3% | $67,579-47.8% |
| Participation rate | 91.1% | 80.6%+10.5pp | 75.8%+15.3pp | 71.3%+19.8pp |
| Annual return | 19.41% | 28.07%-8.7pp | 32.76%-13.3pp | 378.56%-359.1pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,166 | $4,060-22.0% | $4,069-22.2% | $3,539-10.6% |
| Admin fee / account holder | $157 | $123+28.2% | $7,888-98.0% | $142+10.6% |