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 | $9,975 |
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 | $21,598 | $50,082-56.9% | $93,406-76.9% | $79,858-73.0% |
| Participation rate | 90.0% | 60.9%+29.1pp | 66.8%+23.2pp | 69.6%+20.4pp |
| Annual return | 17.54% | 24.59%-7.0pp | 78.05%-60.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $691 | $1,303-47.0% | $2,075-66.7% | $2,471-72.0% |
| Participant deferral / active EE | $2,314 | $2,212+4.6% | $3,126-26.0% | $3,740-38.1% |
| Admin fee / account holder | $33 | $3,454-99.0% | $5,230-99.4% | $5,306-99.4% |