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 6-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 | $20,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,542 | $88,122-56.3% | $141,162-72.7% | $67,579-43.0% |
| Participation rate | 65.8% | 76.5%-10.7pp | 82.5%-16.7pp | 71.3%-5.5pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.39%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,160 | $3,224-33.0% | $4,735-54.4% | $2,148+0.6% |
| Participant deferral / active EE | $4,519 | $5,958-24.1% | $6,709-32.6% | $3,539+27.7% |
| Admin fee / account holder | $63 | $131-51.7% | $10,261-99.4% | $142-55.6% |