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 | $74,047 |
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 | $64,860 | $69,823-7.1% | $77,163-15.9% | $74,419-12.8% |
| Participation rate | 86.2% | 70.0%+16.2pp | 69.6%+16.6pp | 70.7%+15.5pp |
| Annual return | 18.02% | 19.98%-2.0pp | 37.87%-19.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,547 | $2,150+111.5% | $2,535+79.4% | $2,637+72.4% |
| Participant deferral / active EE | $4,166 | $3,558+17.1% | $3,833+8.7% | $4,528-8.0% |
| Admin fee / account holder | $87 | $398-78.1% | $5,472-98.4% | $348-75.0% |