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 | $3,697 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,400 | $86,338-53.2% | $91,989-56.1% | $77,787-48.1% |
| Participation rate | 94.8% | 82.9%+11.9pp | 78.6%+16.2pp | 73.2%+21.6pp |
| Annual return | 43.83% | 29.65%+14.2pp | 69.02%-25.2pp | 32.57%+11.3pp |
| Employer contribution / active EE | $2,427 | $2,988-18.8% | $3,452-29.7% | $2,504-3.1% |
| Participant deferral / active EE | $10,320 | $6,908+49.4% | $5,923+74.2% | $3,967+160.1% |
| Admin fee / account holder | $2 | $79-98.0% | $7,743-100.0% | $100-98.4% |