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 55 · EIN 35-2552359 | Other Commissions | $17,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,348 | $70,475+9.8% | $100,516-23.0% | $79,858-3.1% |
| Participation rate | 83.1% | 73.7%+9.4pp | 79.4%+3.6pp | 69.6%+13.4pp |
| Annual return | 14.26% | 21.90%-7.6pp | 30.89%-16.6pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,556 | $2,165-28.1% | $3,418-54.5% | $2,471-37.0% |
| Participant deferral / active EE | $11,728 | $5,181+126.4% | $6,270+87.1% | $3,740+213.6% |
| Admin fee / account holder | $4 | $4,478-99.9% | $8,081-99.9% | $5,306-99.9% |