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 | $38,401 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,650 | $65,118-13.0% | $76,768-26.2% | $55,725+1.7% |
| Participation rate | 99.2% | 79.6%+19.5pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | -7.96% | -1.27%-6.7pp | 2.43%-10.4pp | 244.93%-252.9pp |
| Employer contribution / active EE | $6,571 | $1,941+238.5% | $2,485+164.4% | $2,078+216.2% |
| Participant deferral / active EE | $4,771 | $3,688+29.4% | $3,852+23.9% | $3,356+42.2% |
| Admin fee / account holder | $96 | $116-17.6% | $6,675-98.6% | $115-17.1% |