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 | $12,520 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $57,208 | $62,324-8.2% | $68,509-16.5% | $55,191+3.7% |
| Participation rate | 83.5% | 78.9%+4.6pp | 74.7%+8.7pp | 69.2%+14.3pp |
| Annual return | 2.66% | 4.26%-1.6pp | 8.27%-5.6pp | 10.78%-8.1pp |
| Employer contribution / active EE | $1,420 | $2,223-36.1% | $2,278-37.7% | $1,899-25.2% |
| Participant deferral / active EE | $4,022 | $3,425+17.4% | $3,382+18.9% | $3,046+32.0% |
| Admin fee / account holder | $17 | $91-81.7% | $5,275-99.7% | $91-81.6% |