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 | $575 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $133,313 | $79,523+67.6% | $140,016-4.8% | $56,287+136.8% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.3pp |
| Annual return | -14.03% | 2.39%-16.4pp | 651.12%-665.2pp | -9.96%-4.1pp |
| Employer contribution / active EE | $13,346 | $3,350+298.4% | $5,606+138.1% | $2,111+532.2% |
| Participant deferral / active EE | $9,541 | $5,129+86.0% | $6,927+37.7% | $3,350+184.8% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.2% |