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 | $178,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,454 | $46,219-21.1% | $89,391-59.2% | $90,288-59.6% |
| Participation rate | 91.9% | 44.9%+47.0pp | 68.0%+24.0pp | 73.4%+18.6pp |
| Annual return | 19.28% | 25.71%-6.4pp | 245.62%-226.3pp | 53.97%-34.7pp |
| Employer contribution / active EE | $15 | $953-98.5% | $2,586-99.4% | $2,524-99.4% |
| Participant deferral / active EE | $3,611 | $2,136+69.0% | $3,890-7.2% | $4,232-14.7% |
| Admin fee / account holder | $68 | $147-54.0% | $4,881-98.6% | $114-40.7% |