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 5-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 | $117,266 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,766 | $120,057-43.6% | $75,696-10.5% | $93,030-27.2% |
| Participation rate | 91.7% | 77.3%+14.4pp | 74.8%+16.8pp | 73.9%+17.8pp |
| Annual return | 12.88% | 19.62%-6.7pp | 104.53%-91.6pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,857 | $3,253-42.9% | $2,743-32.3% | $2,706-31.4% |
| Participant deferral / active EE | $4,918 | $4,089+20.3% | $3,821+28.7% | $4,562+7.8% |
| Admin fee / account holder | $22 | $81-73.4% | $3,619-99.4% | $152-85.7% |