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 | $7,729 |
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 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 | $14,062 | $33,914-58.5% | $63,412-77.8% | $52,331-73.1% |
| Participation rate | 80.2% | 59.6%+20.6pp | 67.1%+13.1pp | 68.1%+12.1pp |
| Annual return | 0.26% | 3.22%-3.0pp | 4.04%-3.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $837 | $1,121-25.3% | $1,814-53.8% | $1,882-55.5% |
| Participant deferral / active EE | $1,466 | $1,733-15.4% | $2,496-41.3% | $3,022-51.5% |
| Admin fee / account holder | $66 | $353-81.3% | $3,753-98.2% | $592-88.8% |