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 | $13,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,389 | $93,131-34.1% | $106,548-42.4% | $86,799-29.3% |
| Participation rate | 84.0% | 81.4%+2.6pp | 76.1%+7.9pp | 72.3%+11.7pp |
| Annual return | 13.77% | 19.45%-5.7pp | 26.80%-13.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,708 | $2,895-6.5% | $2,819-3.9% | $2,405+12.6% |
| Participant deferral / active EE | $3,116 | $4,708-33.8% | $4,398-29.2% | $4,131-24.6% |
| Admin fee / account holder | $29 | $145-80.0% | $7,407-99.6% | $170-82.9% |