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 | $2,675 |
Form 5500 reported that benefits due were not provided when due.
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 | $105,348 | $43,423+142.6% | $78,689+33.9% | $55,167+91.0% |
| Participation rate | 97.0% | 68.0%+29.0pp | 73.6%+23.5pp | 69.0%+28.1pp |
| Annual return | 6.30% | 11.53%-5.2pp | 62.18%-55.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $4,716 | $1,997+136.2% | $2,851+65.4% | $1,963+140.3% |
| Participant deferral / active EE | $7,449 | $2,509+196.9% | $3,517+111.8% | $3,054+143.9% |
| Admin fee / account holder | $13 | $416-97.0% | $4,510-99.7% | $504-97.5% |