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 | $92,852 |
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 | $52,880 | $71,957-26.5% | $67,652-21.8% | $59,188-10.7% |
| Participation rate | 91.8% | 82.7%+9.2pp | 75.7%+16.2pp | 69.4%+22.4pp |
| Annual return | 3.60% | 8.53%-4.9pp | 6625.04%-6621.4pp | 5.51%-1.9pp |
| Employer contribution / active EE | $1,983 | $2,432-18.5% | $2,266-12.5% | $2,098-5.5% |
| Participant deferral / active EE | $3,387 | $4,211-19.6% | $3,560-4.9% | $3,265+3.7% |
| Admin fee / account holder | $75 | $64+17.0% | $4,821-98.4% | $92-18.6% |