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 | $74,621 |
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 | $133,539 | $65,223+104.7% | $80,019+66.9% | $55,725+139.6% |
| Participation rate | 92.4% | 80.6%+11.8pp | 75.8%+16.5pp | 70.9%+21.5pp |
| Annual return | -5.83% | 7.59%-13.4pp | 11.22%-17.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $8,472 | $2,544+233.0% | $2,468+243.3% | $2,078+307.7% |
| Participant deferral / active EE | $9,324 | $3,881+140.3% | $3,686+153.0% | $3,356+177.9% |
| Admin fee / account holder | $190 | $114+66.6% | $6,521-97.1% | $115+65.2% |