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 | $5,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,199 | $52,293+24.7% | $178,490-63.5% | $73,409-11.2% |
| Participation rate | 49.2% | 65.3%-16.1pp | 81.9%-32.7pp | 72.2%-22.9pp |
| Annual return | 27.18% | 34.75%-7.6pp | 151.07%-123.9pp | 59.29%-32.1pp |
| Employer contribution / active EE | $1,436 | $1,735-17.3% | $5,011-71.3% | $2,234-35.7% |
| Participant deferral / active EE | $2,856 | $2,332+22.5% | $5,202-45.1% | $3,805-24.9% |
| Admin fee / account holder | $33 | $127-74.2% | $13,984-99.8% | $158-79.2% |