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 | $5,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,341 | $86,332-6.9% | $125,175-35.8% | $65,185+23.3% |
| Participation rate | 60.4% | 75.3%-14.9pp | 79.8%-19.4pp | 70.2%-9.8pp |
| Annual return | 24.47% | 27.43%-3.0pp | 43.79%-19.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $986 | $2,040-51.7% | $3,865-74.5% | $2,177-54.7% |
| Participant deferral / active EE | $2,533 | $3,537-28.4% | $4,937-48.7% | $3,514-27.9% |
| Admin fee / account holder | $55 | $609-90.9% | $9,702-99.4% | $847-93.5% |