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 | $4,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,526 | $64,480+31.1% | $81,382+3.9% | $80,856+4.5% |
| Participation rate | 94.8% | 63.9%+31.0pp | 69.5%+25.4pp | 67.6%+27.2pp |
| Annual return | 18.97% | 16.34%+2.6pp | 24.73%-5.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,837 | $1,978-7.1% | $2,463-25.4% | $2,755-33.3% |
| Participant deferral / active EE | $5,507 | $3,094+78.0% | $3,883+41.8% | $4,296+28.2% |
| Admin fee / account holder | $52 | $5,671-99.1% | $5,768-99.1% | $6,918-99.2% |