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 27 · EIN 43-1451524 | Advisory (Plan) | $40,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,301 |
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 | $97,535 | $99,957-2.4% | $149,696-34.8% | $73,488+32.7% |
| Participation rate | 79.5% | 75.7%+3.8pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 14.56% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,804 | $3,191-43.5% | $4,644-61.2% | $2,270-20.5% |
| Participant deferral / active EE | $9,116 | $6,073+50.1% | $6,842+33.2% | $3,740+143.8% |
| Admin fee / account holder | $125 | $551-77.2% | $9,309-98.7% | $513-75.5% |