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 | $725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $143,287 | $89,739+59.7% | $149,718-4.3% | $62,292+130.0% |
| Participation rate | 96.4% | 85.1%+11.3pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 22.57% | 21.01%+1.6pp | 1501.63%-1479.1pp | 28.90%-6.3pp |
| Employer contribution / active EE | $12,927 | $3,233+299.9% | $5,445+137.4% | $2,042+533.0% |
| Participant deferral / active EE | $9,486 | $4,797+97.8% | $6,569+44.4% | $3,169+199.3% |
| Admin fee / account holder | $5 | $551-99.2% | $11,283-100.0% | $479-99.0% |