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 | $525,141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,361 | $103,482+19.2% | $94,646+30.3% | $103,482+19.2% |
| Participation rate | 93.5% | 73.3%+20.3pp | 80.8%+12.7pp | 73.3%+20.3pp |
| Annual return | 17.81% | 33.11%-15.3pp | 156.71%-138.9pp | 33.11%-15.3pp |
| Employer contribution / active EE | $3,674 | $3,208+14.5% | $3,672+0.1% | $3,208+14.5% |
| Participant deferral / active EE | $9,455 | $5,207+81.6% | $7,418+27.5% | $5,207+81.6% |
| Admin fee / account holder | $42 | $114-63.2% | $7,231-99.4% | $114-63.2% |