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 | $48,504 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,350 | $58,879+449.2% | $178,490+81.2% | $73,488+340.0% |
| Participation rate | 98.0% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 19.04% | 24.86%-5.8pp | 151.07%-132.0pp | 28.51%-9.5pp |
| Employer contribution / active EE | $21,994 | $2,236+883.5% | $5,011+338.9% | $2,270+868.8% |
| Participant deferral / active EE | $19,804 | $2,567+671.4% | $5,202+280.7% | $3,740+429.6% |
| Admin fee / account holder | $269 | $400-32.7% | $13,984-98.1% | $513-47.5% |