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 | $7,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,102 | $54,320-26.2% | $67,652-40.7% | $52,331-23.4% |
| Participation rate | 59.3% | 73.6%-14.3pp | 75.7%-16.3pp | 68.1%-8.8pp |
| Annual return | 4.26% | 6.81%-2.6pp | 6625.04%-6620.8pp | 4.54%-0.3pp |
| Employer contribution / active EE | $1,046 | $1,544-32.2% | $2,266-53.8% | $1,882-44.4% |
| Participant deferral / active EE | $4,666 | $2,950+58.2% | $3,560+31.1% | $3,022+54.4% |
| Admin fee / account holder | $46 | $527-91.3% | $4,821-99.0% | $592-92.2% |