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 8-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 | $12,428 |
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 | $43,370 | $95,918-54.8% | $151,611-71.4% | $77,904-44.3% |
| Participation rate | 97.8% | 88.7%+9.0pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -9.67% | -5.50%-4.2pp | 3.33%-13.0pp | 12.21%-21.9pp |
| Employer contribution / active EE | $4,664 | $4,330+7.7% | $6,166-24.4% | $2,848+63.8% |
| Participant deferral / active EE | $15,359 | $7,508+104.6% | $8,363+83.7% | $4,806+219.6% |
| Admin fee / account holder | $9 | $93-90.6% | $11,616-99.9% | $133-93.4% |