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 | $2,650 |
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 | $52,839 | $88,122-40.0% | $141,162-62.6% | $67,579-21.8% |
| Participation rate | 75.9% | 76.5%-0.6pp | 82.5%-6.6pp | 71.3%+4.6pp |
| Annual return | 30.19% | 75.40%-45.2pp | 71.39%-41.2pp | 378.56%-348.4pp |
| Employer contribution / active EE | $3,749 | $3,224+16.3% | $4,735-20.8% | $2,148+74.5% |
| Participant deferral / active EE | $8,027 | $5,958+34.7% | $6,709+19.6% | $3,539+126.8% |
| Admin fee / account holder | $12 | $131-90.7% | $10,261-99.9% | $142-91.5% |