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 | $2,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,303 | $58,083-47.8% | $80,019-62.1% | $56,287-46.2% |
| Participation rate | 97.6% | 73.6%+24.0pp | 75.8%+21.7pp | 69.9%+27.7pp |
| Annual return | 11.48% | 34.61%-23.1pp | 11.22%+0.3pp | -9.96%+21.4pp |
| Employer contribution / active EE | $1,848 | $1,932-4.3% | $2,468-25.1% | $2,111-12.4% |
| Participant deferral / active EE | $1,389 | $3,135-55.7% | $3,686-62.3% | $3,350-58.5% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.8% |