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 6-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 | $19,350 |
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 | $68,663 | $91,407-24.9% | $135,903-49.5% | $71,457-3.9% |
| Participation rate | 96.2% | 75.7%+20.5pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 26.81% | 29.90%-3.1pp | 68.23%-41.4pp | 28.85%-2.0pp |
| Employer contribution / active EE | $4,280 | $3,703+15.6% | $4,856-11.9% | $2,588+65.4% |
| Participant deferral / active EE | $19,563 | $7,092+175.8% | $7,758+152.2% | $4,289+356.1% |
| Admin fee / account holder | $57 | $1,266-95.5% | $10,762-99.5% | $1,587-96.4% |