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 | $15,688 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,112 | $176,491-24.0% | $95,952+39.8% | $90,288+48.5% |
| Participation rate | 97.6% | 86.6%+11.0pp | 77.1%+20.5pp | 73.4%+24.2pp |
| Annual return | 18.33% | 20.14%-1.8pp | 91.61%-73.3pp | 53.97%-35.6pp |
| Employer contribution / active EE | $1,439 | $2,789-48.4% | $2,541-43.4% | $2,524-43.0% |
| Participant deferral / active EE | $5,204 | $5,340-2.5% | $4,167+24.9% | $4,232+23.0% |
| Admin fee / account holder | $7 | $154-95.3% | $6,795-99.9% | $114-93.6% |