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 |
|---|---|---|
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $85,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,820 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $467,549 | $121,341+285.3% | $189,513+146.7% | $79,386+489.0% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 17.19% | 21.08%-3.9pp | 555.15%-538.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $15,718 | $3,915+301.5% | $6,162+155.1% | $2,427+547.5% |
| Participant deferral / active EE | $19,223 | $6,395+200.6% | $8,221+133.8% | $4,046+375.2% |
| Admin fee / account holder | -$4 | $651-100.6% | $12,045-100.0% | $626-100.6% |