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 | $2,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,927 | $84,487-55.1% | $125,339-69.7% | $66,914-43.3% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -5.63% | -8.39%+2.8pp | 572.05%-577.7pp | 1.58%-7.2pp |
| Employer contribution / active EE | $2,562 | $3,553-27.9% | $4,814-46.8% | $2,544+0.7% |
| Participant deferral / active EE | $6,651 | $6,781-1.9% | $7,446-10.7% | $4,237+57.0% |
| Admin fee / account holder | $24 | $685-96.6% | $10,010-99.8% | $593-96.0% |