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 | $3,181 |
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 | $121,155 | $65,376+85.3% | $87,100+39.1% | $65,185+85.9% |
| Participation rate | 70.8% | 75.3%-4.5pp | 76.9%-6.1pp | 70.2%+0.6pp |
| Annual return | 24.14% | 31.27%-7.1pp | 28.19%-4.1pp | 29.38%-5.2pp |
| Employer contribution / active EE | $912 | $1,822-50.0% | $2,521-63.8% | $2,177-58.1% |
| Participant deferral / active EE | $2,865 | $3,388-15.5% | $4,049-29.2% | $3,514-18.5% |
| Admin fee / account holder | $55 | $520-89.5% | $7,497-99.3% | $847-93.5% |