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 | $6,013 |
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 | $102,722 | $73,404+39.9% | $87,100+17.9% | $67,579+52.0% |
| Participation rate | 98.6% | 80.9%+17.8pp | 76.9%+21.8pp | 71.3%+27.4pp |
| Annual return | 26.62% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-351.9pp |
| Employer contribution / active EE | $2,790 | $2,014+38.5% | $2,521+10.7% | $2,148+29.9% |
| Participant deferral / active EE | $5,279 | $3,913+34.9% | $4,049+30.4% | $3,539+49.1% |
| Admin fee / account holder | $19 | $142-86.5% | $7,497-99.7% | $142-86.6% |