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 | $1,250 |
FIRST CLEARING LLC2+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $39,607 | $56,640-30.1% | $80,975-51.1% | $57,658-31.3% |
| Participation rate | 92.5% | 75.9%+16.6pp | 75.8%+16.7pp | 70.2%+22.2pp |
| Annual return | 12.25% | 19.97%-7.7pp | 17.10%-4.9pp | 5.13%+7.1pp |
| Employer contribution / active EE | $872 | $2,085-58.2% | $3,714-76.5% | $1,974-55.8% |
| Participant deferral / active EE | $8,667 | $4,944+75.3% | $5,696+52.1% | $3,061+183.2% |
| Admin fee / account holder | $3 | $87-97.1% | $5,516-100.0% | $95-97.3% |