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 | $10,314 |
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 | $102,722 | $100,801+1.9% | $149,696-31.4% | $73,409+39.9% |
| Participation rate | 80.8% | 77.7%+3.2pp | 82.5%-1.6pp | 72.2%+8.7pp |
| Annual return | 20.98% | 265.34%-244.4pp | 276.60%-255.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $10,953 | $3,312+230.8% | $4,644+135.9% | $2,234+390.4% |
| Participant deferral / active EE | $8,325 | $6,404+30.0% | $6,842+21.7% | $3,805+118.8% |
| Admin fee / account holder | $26 | $181-85.5% | $9,309-99.7% | $158-83.4% |