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 | $2,013 |
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 | $89,089 | $59,186+50.5% | $76,768+16.0% | $56,287+58.3% |
| Participation rate | 71.3% | 75.2%-4.0pp | 77.0%-5.7pp | 69.9%+1.4pp |
| Annual return | -4.47% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $877 | $1,759-50.2% | $2,485-64.7% | $2,111-58.5% |
| Participant deferral / active EE | $2,665 | $3,255-18.1% | $3,852-30.8% | $3,350-20.4% |
| Admin fee / account holder | $29 | $489-94.0% | $6,675-99.6% | $521-94.4% |