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 | $112,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,859 | $56,503-1.1% | $70,092-20.3% | $64,808-13.8% |
| Participation rate | 88.8% | 70.5%+18.3pp | 70.5%+18.3pp | 71.5%+17.4pp |
| Annual return | -15.20% | -13.44%-1.8pp | 190.73%-205.9pp | 32.82%-48.0pp |
| Employer contribution / active EE | $4,486 | $2,046+119.2% | $2,559+75.3% | $2,506+79.0% |
| Participant deferral / active EE | $4,237 | $3,389+25.0% | $3,849+10.1% | $4,310-1.7% |
| Admin fee / account holder | $134 | $160-16.3% | $6,267-97.9% | $188-28.5% |