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 | $200 |
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 | $120,526 | $98,750+22.1% | $149,696-19.5% | $79,858+50.9% |
| Participation rate | 88.5% | 75.8%+12.8pp | 82.5%+6.0pp | 69.6%+18.9pp |
| Annual return | 15.10% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $718 | $3,216-77.7% | $4,644-84.5% | $2,471-71.0% |
| Participant deferral / active EE | $9,578 | $5,680+68.6% | $6,842+40.0% | $3,740+156.1% |
| Admin fee / account holder | $2 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |