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 | $225 |
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 | $180,773 | $123,793+46.0% | $177,821+1.7% | $79,858+126.4% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 5.03% | 22.82%-17.8pp | 48.32%-43.3pp | 31.71%-26.7pp |
| Employer contribution / active EE | $11,044 | $4,095+169.7% | $5,918+86.6% | $2,471+347.0% |
| Participant deferral / active EE | $10,703 | $5,956+79.7% | $7,714+38.7% | $3,740+186.2% |
| Admin fee / account holder | $2 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |