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 | -$40,593 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,733 | $37,591+186.6% | $90,645+18.9% | $55,725+93.3% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.0%+21.3pp | 70.9%+24.4pp |
| Annual return | -4.03% | -3.20%-0.8pp | 1.88%-5.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $1,302-100.0% | $2,532-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,804 | $2,643+119.6% | $3,425+69.5% | $3,356+73.0% |
| Admin fee / account holder | -$53 | $100-152.7% | $4,994-101.1% | $115-145.7% |