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 | $32,229 |
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 | $13,354 | $44,103-69.7% | $75,826-82.4% | $64,186-79.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -3.56% | -4.72%+1.2pp | 1914.15%-1917.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $838 | $1,446-42.0% | $1,913-56.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,386 | $2,204-37.1% | $2,862-51.6% | $3,470-60.1% |
| Admin fee / account holder | $222 | $3,506-93.7% | $4,726-95.3% | $4,888-95.5% |