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 | $37,259 |
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 | $133,676 | $88,122+51.7% | $141,162-5.3% | $67,579+97.8% |
| Participation rate | 77.8% | 76.5%+1.3pp | 82.5%-4.7pp | 71.3%+6.5pp |
| Annual return | 24.31% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,456 | $3,224-23.8% | $4,735-48.1% | $2,148+14.4% |
| Participant deferral / active EE | $13,052 | $5,958+119.1% | $6,709+94.5% | $3,539+268.8% |
| Admin fee / account holder | $101 | $131-23.1% | $10,261-99.0% | $142-29.3% |