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 | $2,174 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,874 | $89,652-35.4% | $141,162-59.0% | $65,185-11.2% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.5%+13.4pp | 70.2%+25.7pp |
| Annual return | 22.45% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,007 | $3,065-67.1% | $4,735-78.7% | $2,177-53.7% |
| Participant deferral / active EE | $4,004 | $5,691-29.6% | $6,709-40.3% | $3,514+14.0% |
| Admin fee / account holder | $56 | $569-90.1% | $10,261-99.5% | $847-93.4% |