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 | $22,660 |
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 | $38,017 | $63,905-40.5% | $74,183-48.8% | $57,658-34.1% |
| Participation rate | 90.3% | 79.8%+10.6pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 9.87% | 60.60%-50.7pp | 17.74%-7.9pp | 5.13%+4.7pp |
| Employer contribution / active EE | $853 | $1,840-53.6% | $2,370-64.0% | $1,974-56.8% |
| Participant deferral / active EE | $3,329 | $3,448-3.5% | $3,550-6.2% | $3,061+8.8% |
| Admin fee / account holder | $39 | $91-57.3% | $5,586-99.3% | $95-58.8% |