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 | $36,738 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,478 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,836 | $85,135-66.1% | $98,907-70.8% | $73,409-60.7% |
| Participation rate | 98.6% | 81.1%+17.5pp | 76.0%+22.6pp | 72.2%+26.4pp |
| Annual return | 13.27% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $744 | $2,721-72.7% | $2,689-72.3% | $2,234-66.7% |
| Participant deferral / active EE | $3,297 | $4,349-24.2% | $4,244-22.3% | $3,805-13.4% |
| Admin fee / account holder | $195 | $139+40.0% | $6,642-97.1% | $158+23.4% |