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 | $17,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,004 | $49,138-24.7% | $84,015-56.0% | $65,185-43.2% |
| Participation rate | 76.7% | 60.7%+15.9pp | 69.0%+7.7pp | 70.2%+6.5pp |
| Annual return | 20.78% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $921 | $914+0.7% | $1,983-53.6% | $2,177-57.7% |
| Participant deferral / active EE | $2,864 | $2,397+19.5% | $3,239-11.6% | $3,514-18.5% |
| Admin fee / account holder | $78 | $543-85.7% | $6,101-98.7% | $847-90.8% |