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 | $11,200 |
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 | $84,059 | $69,305+21.3% | $82,313+2.1% | $69,631+20.7% |
| Participation rate | 94.9% | 80.3%+14.6pp | 76.9%+18.0pp | 70.7%+24.2pp |
| Annual return | 16.99% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,999 | $1,887+6.0% | $2,428-17.7% | $2,032-1.6% |
| Participant deferral / active EE | $7,405 | $3,568+107.5% | $3,706+99.8% | $3,224+129.7% |
| Admin fee / account holder | $15 | $97-84.3% | $5,608-99.7% | $110-86.2% |