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 | $207,659 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,049 | $105,247-43.9% | $87,100-32.2% | $77,787-24.1% |
| Participation rate | 96.0% | 85.8%+10.2pp | 76.9%+19.1pp | 73.2%+22.8pp |
| Annual return | 36.62% | 24.52%+12.1pp | 28.19%+8.4pp | 32.57%+4.0pp |
| Employer contribution / active EE | $2,364 | $2,895-18.3% | $2,521-6.2% | $2,504-5.6% |
| Participant deferral / active EE | $4,473 | $5,060-11.6% | $4,049+10.5% | $3,967+12.7% |
| Admin fee / account holder | $99 | $104-5.0% | $7,497-98.7% | $100-0.8% |