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 | $127,965 |
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 | $69,066 | $69,159-0.1% | $125,175-44.8% | $67,579+2.2% |
| Participation rate | 82.6% | 78.2%+4.4pp | 79.8%+2.9pp | 71.3%+11.4pp |
| Annual return | 29.41% | 27.12%+2.3pp | 43.79%-14.4pp | 378.56%-349.1pp |
| Employer contribution / active EE | $2,402 | $2,023+18.7% | $3,865-37.9% | $2,148+11.8% |
| Participant deferral / active EE | $8,895 | $3,700+140.4% | $4,937+80.2% | $3,539+151.3% |
| Admin fee / account holder | $111 | $142-21.9% | $9,702-98.9% | $142-22.2% |