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 | -$4,129 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $168,308 | $80,753+108.4% | $136,294+23.5% | $62,292+170.2% |
| Participation rate | 79.6% | 73.5%+6.0pp | 81.9%-2.4pp | 69.5%+10.0pp |
| Annual return | 20.34% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $15,390 | $5,164+198.0% | $6,247+146.4% | $3,169+385.6% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |