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 | $40,136 |
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 | $137,221 | $75,284+82.3% | $91,001+50.8% | $69,631+97.1% |
| Participation rate | 98.1% | 80.4%+17.7pp | 75.6%+22.5pp | 70.7%+27.4pp |
| Annual return | 19.05% | 48.40%-29.3pp | 4.60%+14.5pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $9,701 | $2,473+292.3% | $2,456+295.1% | $2,032+377.4% |
| Participant deferral / active EE | $10,644 | $3,700+187.7% | $3,547+200.1% | $3,224+230.2% |
| Admin fee / account holder | $108 | $111-2.0% | $5,417-98.0% | $110-1.9% |