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 | $76,903 |
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 | $62,114 | $75,388-17.6% | $123,544-49.7% | $55,725+11.5% |
| Participation rate | 92.9% | 75.7%+17.3pp | 82.3%+10.7pp | 70.9%+22.1pp |
| Annual return | -0.97% | 4.48%-5.5pp | 119.20%-120.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $5,539 | $3,063+80.8% | $4,628+19.7% | $2,078+166.5% |
| Participant deferral / active EE | $13,636 | $5,651+141.3% | $6,426+112.2% | $3,356+306.4% |
| Admin fee / account holder | $146 | $120+22.0% | $9,284-98.4% | $115+26.9% |