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 | $79,607 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,698 | $87,621-35.3% | $86,436-34.4% | $77,904-27.2% |
| Participation rate | 97.8% | 85.8%+12.0pp | 80.3%+17.5pp | 73.7%+24.1pp |
| Annual return | -12.34% | -13.90%+1.6pp | 4394.89%-4407.2pp | 12.21%-24.5pp |
| Employer contribution / active EE | $3,074 | $3,474-11.5% | $3,769-18.4% | $2,848+7.9% |
| Participant deferral / active EE | $14,881 | $8,645+72.1% | $6,952+114.1% | $4,806+209.6% |
| Admin fee / account holder | $21 | $85-74.9% | $6,731-99.7% | $133-83.9% |