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 | $5,050 |
Form 5500 reported that benefits due were not provided when due.
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 | $32,833 | $40,174-18.3% | $84,015-60.9% | $67,579-51.4% |
| Participation rate | 94.9% | 62.7%+32.2pp | 69.0%+25.9pp | 71.3%+23.6pp |
| Annual return | 24.67% | 25.82%-1.2pp | 71.31%-46.6pp | 378.56%-353.9pp |
| Employer contribution / active EE | $407 | $808-49.6% | $1,983-79.5% | $2,148-81.1% |
| Participant deferral / active EE | $4,291 | $2,301+86.5% | $3,239+32.5% | $3,539+21.2% |
| Admin fee / account holder | $21 | $128-83.4% | $6,101-99.7% | $142-85.0% |