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 | -$176,827 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $333,754 | $112,315+197.2% | $81,367+310.2% | $55,191+504.7% |
| Participation rate | 99.1% | 88.0%+11.1pp | 82.3%+16.9pp | 69.2%+30.0pp |
| Annual return | 0.36% | 0.62%-0.3pp | -0.92%+1.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $9,960 | $4,239+134.9% | $3,930+153.5% | $1,899+424.6% |
| Participant deferral / active EE | $10,717 | $6,435+66.5% | $5,383+99.1% | $3,046+251.8% |
| Admin fee / account holder | -$172 | $83-306.8% | $8,926-101.9% | $91-289.8% |