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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 | -$9,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $156,596 | $121,625+28.8% | $104,607+49.7% | $158,922-1.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.89% | 465.26%-451.4pp | 340.46%-326.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $116 | $3,163-96.3% | $2,681-95.7% | $4,761-97.6% |
| Participant deferral / active EE | $11,250 | $4,177+169.3% | $3,740+200.8% | $5,982+88.1% |
| Admin fee / account holder | -$54 | $7,787-100.7% | $6,473-100.8% | $11,246-100.5% |