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 | $1,975 |
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 | $120,589 | $47,922+151.6% | $75,886+58.9% | $65,185+85.0% |
| Participation rate | 37.6% | 63.0%-25.4pp | 69.3%-31.7pp | 70.2%-32.6pp |
| Annual return | 20.10% | 24.12%-4.0pp | 30.76%-10.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $489 | $1,557-68.6% | $2,500-80.5% | $2,177-77.5% |
| Participant deferral / active EE | $2,667 | $2,550+4.6% | $3,603-26.0% | $3,514-24.1% |
| Admin fee / account holder | $45 | $532-91.5% | $5,418-99.2% | $847-94.7% |