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 | $74,390 |
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 | $42,028 | $48,261-12.9% | $68,793-38.9% | $55,725-24.6% |
| Participation rate | 94.0% | 71.0%+22.9pp | 72.2%+21.8pp | 70.9%+23.1pp |
| Annual return | -4.15% | -2.61%-1.5pp | -4.63%+0.5pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,932 | $1,742+125.7% | $2,625+49.8% | $2,078+89.2% |
| Participant deferral / active EE | $3,792 | $2,712+39.8% | $3,311+14.5% | $3,356+13.0% |
| Admin fee / account holder | $95 | $126-24.9% | $5,131-98.2% | $115-17.7% |