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 | $84,500 |
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 | $53,089 | $55,790-4.8% | $76,817-30.9% | $67,579-21.4% |
| Participation rate | 95.8% | 71.1%+24.8pp | 72.1%+23.8pp | 71.3%+24.6pp |
| Annual return | 21.91% | 64.45%-42.5pp | 1166.11%-1144.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $4,517 | $1,810+149.5% | $2,302+96.2% | $2,148+110.3% |
| Participant deferral / active EE | $4,556 | $2,875+58.5% | $3,336+36.6% | $3,539+28.7% |
| Admin fee / account holder | $111 | $159-30.4% | $6,420-98.3% | $142-22.2% |