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 | $25,437 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,877 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,314 | $87,733-48.4% | $106,548-57.5% | $85,850-47.2% |
| Participation rate | 88.5% | 71.9%+16.6pp | 76.1%+12.4pp | 69.3%+19.2pp |
| Annual return | 22.16% | 21.86%+0.3pp | 26.80%-4.6pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,344 | $2,073-35.2% | $2,819-52.3% | $2,565-47.6% |
| Participant deferral / active EE | $5,394 | $3,469+55.5% | $4,398+22.6% | $3,952+36.5% |
| Admin fee / account holder | $297 | $6,767-95.6% | $7,407-96.0% | $6,260-95.3% |