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 | -$41,037 |
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 | $111,673 | $69,231+61.3% | $91,989+21.4% | $67,579+65.2% |
| Participation rate | 98.5% | 78.9%+19.6pp | 78.6%+19.9pp | 71.3%+27.2pp |
| Annual return | 24.96% | 32.03%-7.1pp | 69.02%-44.1pp | 378.56%-353.6pp |
| Employer contribution / active EE | $4,936 | $2,284+116.1% | $3,452+43.0% | $2,148+129.8% |
| Participant deferral / active EE | $7,550 | $5,854+29.0% | $5,923+27.5% | $3,539+113.3% |
| Admin fee / account holder | -$33 | $107-130.5% | $7,743-100.4% | $142-123.0% |