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 | $1,925 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,319 | $148,978+74.7% | $200,582+29.8% | $84,808+207.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.40% | 28.16%-8.8pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $16,418 | $4,815+241.0% | $6,419+155.8% | $2,631+524.0% |
| Participant deferral / active EE | $22,269 | $7,142+211.8% | $9,331+138.7% | $4,212+428.8% |
| Admin fee / account holder | $39 | $13,977-99.7% | $16,305-99.8% | $7,344-99.5% |