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 | $1,106 |
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 | $145,573 | $66,310+119.5% | $93,606+55.5% | $65,185+123.3% |
| Participation rate | 98.4% | 74.0%+24.5pp | 75.8%+22.6pp | 70.2%+28.2pp |
| Annual return | 25.84% | 42.58%-16.7pp | 32.76%-6.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,525 | $2,012+25.5% | $2,718-7.1% | $2,177+16.0% |
| Participant deferral / active EE | $12,853 | $3,342+284.6% | $4,069+215.9% | $3,514+265.8% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.8% |