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 | $61,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,993 | $89,808-4.2% | $100,391-14.3% | $77,643+10.8% |
| Participation rate | 78.5% | 81.2%-2.7pp | 81.5%-3.0pp | 70.6%+7.9pp |
| Annual return | 17.83% | 20.62%-2.8pp | 49.20%-31.4pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,688 | $3,039-11.6% | $3,942-31.8% | $2,726-1.4% |
| Participant deferral / active EE | $10,637 | $8,284+28.4% | $8,082+31.6% | $4,647+128.9% |
| Admin fee / account holder | $197 | $174+12.9% | $7,899-97.5% | $430-54.2% |