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 | $14,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,074 | $88,515-32.1% | $162,163-63.0% | $67,579-11.1% |
| Participation rate | 96.2% | 86.8%+9.4pp | 87.6%+8.6pp | 71.3%+24.9pp |
| Annual return | 29.44% | 27.04%+2.4pp | 115.59%-86.1pp | 378.56%-349.1pp |
| Employer contribution / active EE | $5,118 | $3,563+43.6% | $5,614-8.8% | $2,148+138.3% |
| Participant deferral / active EE | $7,976 | $5,724+39.4% | $7,298+9.3% | $3,539+125.4% |
| Admin fee / account holder | $22 | $124-82.5% | $10,843-99.8% | $142-84.8% |