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 | $325 |
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 | $36,526 | $57,108-36.0% | $94,224-61.2% | $52,331-30.2% |
| Participation rate | 96.4% | 72.9%+23.5pp | 78.8%+17.6pp | 68.1%+28.3pp |
| Annual return | 1.73% | 1.47%+0.3pp | 10.68%-9.0pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,706 | $1,735+113.5% | $3,587+3.3% | $1,882+96.9% |
| Participant deferral / active EE | $5,694 | $3,040+87.3% | $4,320+31.8% | $3,022+88.4% |
| Admin fee / account holder | $3 | $546-99.5% | $6,269-100.0% | $592-99.6% |