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 | $24,134 |
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 | $88,167 | $101,317-13.0% | $146,958-40.0% | $74,495+18.4% |
| Participation rate | 94.6% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 22.50% | 8730.91%-8708.4pp | 418.34%-395.8pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $3,260 | $3,810-14.4% | $4,933-33.9% | $2,623+24.3% |
| Participant deferral / active EE | $17,199 | $7,303+135.5% | $8,070+113.1% | $4,346+295.8% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.3% |