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 | $59,918 |
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 | $40,679 | $69,305-41.3% | $82,313-50.6% | $69,631-41.6% |
| Participation rate | 91.3% | 80.3%+11.1pp | 76.9%+14.4pp | 70.7%+20.7pp |
| Annual return | 18.49% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,131 | $1,887-40.0% | $2,428-53.4% | $2,032-44.3% |
| Participant deferral / active EE | $3,820 | $3,568+7.1% | $3,706+3.1% | $3,224+18.5% |
| Admin fee / account holder | $123 | $97+26.1% | $5,608-97.8% | $110+11.0% |