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 | $3,763 |
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 | $97,683 | $27,330+257.4% | $67,711+44.3% | $55,191+77.0% |
| Participation rate | 83.2% | 47.5%+35.7pp | 67.5%+15.7pp | 69.2%+14.1pp |
| Annual return | 68.14% | 8.81%+59.3pp | 25.41%+42.7pp | 10.78%+57.4pp |
| Employer contribution / active EE | $2,153 | $855+151.9% | $2,559-15.9% | $1,899+13.4% |
| Participant deferral / active EE | $6,071 | $1,709+255.3% | $3,585+69.3% | $3,046+99.3% |
| Admin fee / account holder | $10 | $109-91.2% | $4,255-99.8% | $91-89.5% |