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 | $99,866 |
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 | $67,469 | $105,179-35.9% | $64,056+5.3% | $80,160-15.8% |
| Participation rate | 92.9% | 73.5%+19.4pp | 72.3%+20.6pp | 72.9%+19.9pp |
| Annual return | 18.00% | 20.34%-2.3pp | 33.69%-15.7pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,034 | $3,311-38.6% | $2,747-25.9% | $2,978-31.7% |
| Participant deferral / active EE | $5,438 | $4,020+35.3% | $3,880+40.2% | $5,017+8.4% |
| Admin fee / account holder | $18 | $113-83.7% | $3,068-99.4% | $145-87.3% |