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 | $11,338 |
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).
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 | $91,588 | $53,901+69.9% | $134,143-31.7% | $73,488+24.6% |
| Participation rate | 58.3% | 62.8%-4.5pp | 72.2%-13.9pp | 70.7%-12.4pp |
| Annual return | 19.22% | 15.82%+3.4pp | 36.33%-17.1pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,257 | $1,458-13.8% | $3,704-66.1% | $2,270-44.6% |
| Participant deferral / active EE | $2,423 | $2,739-11.5% | $3,499-30.8% | $3,740-35.2% |
| Admin fee / account holder | $62 | $581-89.4% | $6,684-99.1% | $513-88.0% |