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 | $127,290 |
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 | $49,227 | $80,211-38.6% | $74,183-33.6% | $63,975-23.1% |
| Participation rate | 91.2% | 84.2%+7.0pp | 76.6%+14.5pp | 71.1%+20.0pp |
| Annual return | 11.99% | 14.13%-2.1pp | 17.74%-5.7pp | 48.65%-36.7pp |
| Employer contribution / active EE | $1,915 | $2,553-25.0% | $2,370-19.2% | $2,182-12.2% |
| Participant deferral / active EE | $3,195 | $4,370-26.9% | $3,550-10.0% | $3,356-4.8% |
| Admin fee / account holder | $84 | $67+25.5% | $5,586-98.5% | $70+19.7% |