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 | $4,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $69,615 | $73,638-5.5% | $95,952-27.4% | $73,488-5.3% |
| Participation rate | 57.9% | 76.2%-18.2pp | 77.1%-19.1pp | 70.7%-12.8pp |
| Annual return | 14.34% | 16.78%-2.4pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $599 | $1,863-67.8% | $2,541-76.4% | $2,270-73.6% |
| Participant deferral / active EE | $1,939 | $3,617-46.4% | $4,167-53.5% | $3,740-48.1% |
| Admin fee / account holder | $43 | $482-91.1% | $6,795-99.4% | $513-91.7% |