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 9-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 | $9,756 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,385 | $89,652-55.0% | $141,162-71.4% | $65,185-38.0% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.5%+14.5pp | 70.2%+26.8pp |
| Annual return | 32.31% | 32.79%-0.5pp | 71.39%-39.1pp | 29.38%+2.9pp |
| Employer contribution / active EE | $3,928 | $3,065+28.2% | $4,735-17.0% | $2,177+80.5% |
| Participant deferral / active EE | $7,625 | $5,691+34.0% | $6,709+13.7% | $3,514+117.0% |
| Admin fee / account holder | $62 | $569-89.1% | $10,261-99.4% | $847-92.7% |