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 | $1,500 |
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 | $90,210 | $73,404+22.9% | $87,100+3.6% | $67,579+33.5% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.6pp |
| Annual return | 24.79% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $1,173 | $2,014-41.7% | $2,521-53.5% | $2,148-45.4% |
| Participant deferral / active EE | $8,835 | $3,913+125.8% | $4,049+118.2% | $3,539+149.6% |
| Admin fee / account holder | $2 | $142-98.7% | $7,497-100.0% | $142-98.7% |