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 | $38,286 |
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 | $140,138 | $100,801+39.0% | $149,696-6.4% | $73,409+90.9% |
| Participation rate | 75.5% | 77.7%-2.2pp | 82.5%-7.0pp | 72.2%+3.3pp |
| Annual return | 21.12% | 265.34%-244.2pp | 276.60%-255.5pp | 59.29%-38.2pp |
| Employer contribution / active EE | $2,121 | $3,312-35.9% | $4,644-54.3% | $2,234-5.0% |
| Participant deferral / active EE | $11,513 | $6,404+79.8% | $6,842+68.3% | $3,805+202.5% |
| Admin fee / account holder | $87 | $181-51.9% | $9,309-99.1% | $158-44.9% |