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 | $136,748 |
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 | $45,992 | $82,202-44.1% | $125,339-63.3% | $64,808-29.0% |
| Participation rate | 92.0% | 77.9%+14.2pp | 82.4%+9.7pp | 71.5%+20.6pp |
| Annual return | -12.61% | 3.48%-16.1pp | 572.05%-584.7pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,106 | $3,615-41.8% | $4,814-56.3% | $2,506-16.0% |
| Participant deferral / active EE | $14,823 | $7,175+106.6% | $7,446+99.1% | $4,310+243.9% |
| Admin fee / account holder | $121 | $163-25.7% | $10,010-98.8% | $188-35.4% |