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 9-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 | $2,525 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,679 | $58,655-32.4% | $91,989-56.9% | $65,185-39.1% |
| Participation rate | 98.5% | 75.3%+23.2pp | 78.6%+19.8pp | 70.2%+28.3pp |
| Annual return | 27.24% | 33.92%-6.7pp | 69.02%-41.8pp | 29.38%-2.1pp |
| Employer contribution / active EE | $3,078 | $2,080+47.9% | $3,452-10.8% | $2,177+41.4% |
| Participant deferral / active EE | $8,620 | $5,474+57.5% | $5,923+45.5% | $3,514+145.3% |
| Admin fee / account holder | $10 | $434-97.7% | $7,743-99.9% | $847-98.8% |