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 | -$14,590 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value 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 | $274,802 | $110,699+148.2% | $177,821+54.5% | $90,288+204.4% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 23.33% | 22.79%+0.5pp | 48.32%-25.0pp | 53.97%-30.6pp |
| Employer contribution / active EE | $5,121 | $4,118+24.3% | $5,918-13.5% | $2,524+102.9% |
| Participant deferral / active EE | $17,246 | $6,731+156.2% | $7,714+123.6% | $4,232+307.5% |
| Admin fee / account holder | $31 | $90-65.4% | $12,427-99.7% | $114-72.7% |