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 | $20,065 |
Form 5500 reported that benefits due were not provided when due.
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 | $41,483 | $56,095-26.0% | $178,490-76.8% | $90,288-54.1% |
| Participation rate | 92.3% | 65.6%+26.8pp | 81.9%+10.4pp | 73.4%+19.0pp |
| Annual return | 17.15% | 28.81%-11.7pp | 151.07%-133.9pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,457 | $1,572-7.4% | $5,011-70.9% | $2,524-42.3% |
| Participant deferral / active EE | $2,545 | $2,669-4.6% | $5,202-51.1% | $4,232-39.9% |
| Admin fee / account holder | $11 | $101-88.8% | $13,984-99.9% | $114-90.1% |