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 | $4,613 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,703 | $84,936-21.5% | $111,297-40.1% | $79,386-16.0% |
| Participation rate | 78.0% | 75.9%+2.1pp | 77.3%+0.7pp | 70.7%+7.3pp |
| Annual return | 15.73% | 17.45%-1.7pp | 54.65%-38.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $715 | $1,979-63.9% | $2,731-73.8% | $2,427-70.6% |
| Participant deferral / active EE | $3,966 | $3,888+2.0% | $4,487-11.6% | $4,046-2.0% |
| Admin fee / account holder | $20 | $537-96.3% | $7,964-99.7% | $626-96.8% |