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 | $169,997 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,752 | $70,115-11.9% | $70,515-12.4% | $80,160-23.0% |
| Participation rate | 94.6% | 71.7%+23.0pp | 68.3%+26.3pp | 72.9%+21.7pp |
| Annual return | 24.95% | 134.51%-109.6pp | 32.77%-7.8pp | 40.38%-15.4pp |
| Employer contribution / active EE | $9,352 | $3,021+209.6% | $2,973+214.5% | $2,978+214.1% |
| Participant deferral / active EE | $15,284 | $4,495+240.0% | $4,567+234.7% | $5,017+204.6% |
| Admin fee / account holder | $60 | $112-46.9% | $6,412-99.1% | $145-58.9% |