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 | $10,937 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,867 | $58,083+13.4% | $80,019-17.7% | $56,287+17.0% |
| Participation rate | 82.4% | 73.6%+8.8pp | 75.8%+6.6pp | 69.9%+12.6pp |
| Annual return | -6.44% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,968 | $1,932+1.9% | $2,468-20.3% | $2,111-6.8% |
| Participant deferral / active EE | $3,560 | $3,135+13.6% | $3,686-3.4% | $3,350+6.3% |
| Admin fee / account holder | $65 | $623-89.6% | $6,521-99.0% | $521-87.5% |