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 | $7,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,950 | $48,300-62.8% | $40,145,923-100.0% | $62,891-71.5% |
| Participation rate | 64.3% | 62.0%+2.2pp | 68.4%-4.1pp | 69.3%-5.0pp |
| Annual return | 7.41% | 6.95%+0.5pp | 5.24%+2.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $722 | $1,333-45.9% | $1,844-60.8% | $2,281-68.4% |
| Participant deferral / active EE | $1,555 | $2,388-34.9% | $2,591-40.0% | $3,203-51.4% |
| Admin fee / account holder | $75 | $2,919-97.4% | $2,903-97.4% | $4,296-98.2% |