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 | $51,924 |
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 | $106,957 | $74,024+44.5% | $77,999+37.1% | $57,658+85.5% |
| Participation rate | 97.2% | 79.7%+17.5pp | 75.5%+21.7pp | 70.2%+27.0pp |
| Annual return | 9.80% | 12.14%-2.3pp | 425.96%-416.2pp | 5.13%+4.7pp |
| Employer contribution / active EE | $9,014 | $2,365+281.1% | $2,470+264.9% | $1,974+356.7% |
| Participant deferral / active EE | $9,303 | $3,533+163.3% | $3,497+166.0% | $3,061+204.0% |
| Admin fee / account holder | $137 | $93+46.6% | $5,480-97.5% | $95+44.5% |