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 | $4,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,476 | $63,299-18.7% | $91,001-43.4% | $62,292-17.4% |
| Participation rate | 78.9% | 73.3%+5.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 16.22% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $251 | $1,807-86.1% | $2,456-89.8% | $2,042-87.7% |
| Participant deferral / active EE | $2,973 | $2,943+1.0% | $3,547-16.2% | $3,169-6.2% |
| Admin fee / account holder | $24 | $468-95.0% | $5,417-99.6% | $479-95.1% |