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 | $44,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,054 | $57,606-9.6% | $67,313-22.7% | $75,289-30.9% |
| Participation rate | 65.0% | 68.2%-3.2pp | 69.1%-4.1pp | 72.4%-7.4pp |
| Annual return | -4.55% | -0.47%-4.1pp | -4.08%-0.5pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,777 | $2,206-19.5% | $2,566-30.7% | $2,405-26.1% |
| Participant deferral / active EE | $3,806 | $3,195+19.1% | $3,568+6.7% | $3,739+1.8% |
| Admin fee / account holder | $27 | $83-67.9% | $4,507-99.4% | $102-74.1% |