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 | $1,494 |
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 | $100,889 | $64,909+55.4% | $82,313+22.6% | $62,292+62.0% |
| Participation rate | 72.8% | 74.9%-2.0pp | 76.9%-4.1pp | 69.5%+3.3pp |
| Annual return | 23.38% | 21.18%+2.2pp | 25.88%-2.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $992 | $1,676-40.8% | $2,428-59.1% | $2,042-51.4% |
| Participant deferral / active EE | $2,810 | $3,103-9.5% | $3,706-24.2% | $3,169-11.3% |
| Admin fee / account holder | $13 | $440-97.1% | $5,608-99.8% | $479-97.4% |