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 | $25,617 |
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 | $88,686 | $86,897+2.1% | $151,611-41.5% | $64,808+36.8% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.5%+8.9pp | 71.5%+24.9pp |
| Annual return | -15.00% | -3.57%-11.4pp | 3.33%-18.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $7,589 | $4,010+89.2% | $6,166+23.1% | $2,506+202.8% |
| Participant deferral / active EE | $12,436 | $6,690+85.9% | $8,363+48.7% | $4,310+188.5% |
| Admin fee / account holder | $42 | $153-72.7% | $11,616-99.6% | $188-77.8% |