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 | $4,056 |
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 | $56,416 | $88,122-36.0% | $141,162-60.0% | $67,579-16.5% |
| Participation rate | 97.0% | 76.5%+20.5pp | 82.5%+14.5pp | 71.3%+25.7pp |
| Annual return | 30.87% | 75.40%-44.5pp | 71.39%-40.5pp | 378.56%-347.7pp |
| Employer contribution / active EE | $7,050 | $3,224+118.6% | $4,735+48.9% | $2,148+228.3% |
| Participant deferral / active EE | $13,086 | $5,958+119.6% | $6,709+95.0% | $3,539+269.7% |
| Admin fee / account holder | $4 | $131-97.3% | $10,261-100.0% | $142-97.5% |