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 | $35,217 |
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 | $29,173 | $72,770-59.9% | $67,652-56.9% | $55,191-47.1% |
| Participation rate | 90.9% | 78.8%+12.2pp | 75.7%+15.3pp | 69.2%+21.8pp |
| Annual return | 2.18% | -3.26%+5.4pp | 6625.04%-6622.9pp | 10.78%-8.6pp |
| Employer contribution / active EE | $613 | $1,769-65.4% | $2,266-72.9% | $1,899-67.7% |
| Participant deferral / active EE | $2,739 | $3,408-19.6% | $3,560-23.0% | $3,046-10.1% |
| Admin fee / account holder | $48 | $79-38.9% | $4,821-99.0% | $91-47.0% |