Filed December 6, 2024
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.
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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 | $11,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,386 | $33,232+54.6% | $71,796-28.4% | $63,975-19.7% |
| Participation rate | 41.2% | 60.1%-18.9pp | 69.1%-27.9pp | 71.1%-29.9pp |
| Annual return | 9.18% | 11.99%-2.8pp | 78.04%-68.9pp | 48.65%-39.5pp |
| Employer contribution / active EE | $205 | $723-71.7% | $1,924-89.4% | $2,182-90.6% |
| Participant deferral / active EE | $1,268 | $1,604-20.9% | $2,794-54.6% | $3,356-62.2% |
| Admin fee / account holder | $15 | $63-75.7% | $4,815-99.7% | $70-78.1% |