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 | $2,662 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $303,626 | $80,753+276.0% | $136,294+122.8% | $62,292+387.4% |
| Participation rate | 96.3% | 73.5%+22.8pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 114.03% | 35.83%+78.2pp | 5155.94%-5041.9pp | 28.90%+85.1pp |
| Employer contribution / active EE | $477 | $2,884-83.5% | $4,695-89.8% | $2,042-76.7% |
| Participant deferral / active EE | $5,967 | $5,164+15.6% | $6,247-4.5% | $3,169+88.3% |
| Admin fee / account holder | $12 | $525-97.8% | $9,243-99.9% | $479-97.5% |