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 | $1,025 |
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 | $106,982 | $73,102+46.3% | $123,544-13.4% | $56,287+90.1% |
| Participation rate | 84.7% | 74.3%+10.3pp | 82.3%+2.4pp | 69.9%+14.8pp |
| Annual return | -4.85% | 3.01%-7.9pp | 119.20%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,239 | $2,977+76.0% | $4,628+13.2% | $2,111+148.2% |
| Participant deferral / active EE | $9,354 | $5,423+72.5% | $6,426+45.6% | $3,350+179.2% |
| Admin fee / account holder | $27 | $554-95.2% | $9,284-99.7% | $521-94.9% |