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 | $208,248 |
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 | $67,093 | $176,491-62.0% | $95,952-30.1% | $90,288-25.7% |
| Participation rate | 99.6% | 86.6%+13.0pp | 77.1%+22.6pp | 73.4%+26.3pp |
| Annual return | 17.90% | 20.14%-2.2pp | 91.61%-73.7pp | 53.97%-36.1pp |
| Employer contribution / active EE | $2,464 | $2,789-11.6% | $2,541-3.0% | $2,524-2.4% |
| Participant deferral / active EE | $5,097 | $5,340-4.5% | $4,167+22.3% | $4,232+20.4% |
| Admin fee / account holder | $100 | $154-34.8% | $6,795-98.5% | $114-12.0% |