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 | $26,513 |
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 | $155,333 | $71,957+115.9% | $67,652+129.6% | $59,188+162.4% |
| Participation rate | 98.9% | 82.7%+16.2pp | 75.7%+23.2pp | 69.4%+29.4pp |
| Annual return | 0.29% | 8.53%-8.2pp | 6625.04%-6624.8pp | 5.51%-5.2pp |
| Employer contribution / active EE | $5,947 | $2,432+144.5% | $2,266+162.5% | $2,098+183.4% |
| Participant deferral / active EE | $3,509 | $4,211-16.7% | $3,560-1.4% | $3,265+7.5% |
| Admin fee / account holder | $23 | $64-63.8% | $4,821-99.5% | $92-74.8% |