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 9-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 | $90,754 |
MEIR AND MEIR1 year Filed as: MEIR & MEIR Service code 27 · EIN 95-4359536 | Advisory (Plan) | $7,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,110 | $41,617-18.0% | $84,611-59.7% | $77,787-56.1% |
| Participation rate | 33.6% | 45.0%-11.5pp | 68.2%-34.7pp | 73.2%-39.6pp |
| Annual return | 23.27% | 24.97%-1.7pp | 258.74%-235.5pp | 32.57%-9.3pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,263 | $2,129+6.3% | $3,899-42.0% | $3,967-43.0% |
| Admin fee / account holder | $94 | $121-22.5% | $4,912-98.1% | $100-6.3% |