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 | $211,857 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,069 | $104,697-41.7% | $96,544-36.7% | $80,160-23.8% |
| Participation rate | 95.9% | 86.4%+9.5pp | 76.0%+19.9pp | 72.9%+22.9pp |
| Annual return | 18.85% | 21.78%-2.9pp | 25.84%-7.0pp | 40.38%-21.5pp |
| Employer contribution / active EE | $3,210 | $3,536-9.2% | $2,965+8.3% | $2,978+7.8% |
| Participant deferral / active EE | $6,705 | $6,188+8.4% | $4,851+38.2% | $5,017+33.6% |
| Admin fee / account holder | $78 | $107-26.7% | $8,252-99.1% | $145-46.1% |