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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 | $16,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,954 | $82,202-68.4% | $125,339-79.3% | $64,808-60.0% |
| Participation rate | 58.0% | 77.9%-19.9pp | 82.4%-24.4pp | 71.5%-13.5pp |
| Annual return | -6.37% | 3.48%-9.8pp | 572.05%-578.4pp | 32.82%-39.2pp |
| Employer contribution / active EE | $80 | $3,615-97.8% | $4,814-98.3% | $2,506-96.8% |
| Participant deferral / active EE | $8,273 | $7,175+15.3% | $7,446+11.1% | $4,310+91.9% |
| Admin fee / account holder | $29 | $163-82.3% | $10,010-99.7% | $188-84.6% |