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 | $523 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,099 | $64,909-59.8% | $82,313-68.3% | $62,292-58.1% |
| Participation rate | 93.4% | 74.9%+18.6pp | 76.9%+16.5pp | 69.5%+23.9pp |
| Annual return | 15.84% | 21.18%-5.3pp | 25.88%-10.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,746 | $1,676+63.9% | $2,428+13.1% | $2,042+34.5% |
| Participant deferral / active EE | $2,711 | $3,103-12.6% | $3,706-26.8% | $3,169-14.4% |
| Admin fee / account holder | $2 | $440-99.4% | $5,608-100.0% | $479-99.5% |