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 | $111,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,428 | $113,293-34.3% | $67,502+10.3% | $199,593-62.7% |
| Participation rate | 91.5% | 73.3%+18.2pp | 72.9%+18.6pp | 72.0%+19.5pp |
| Annual return | 13.77% | 15.88%-2.1pp | 3512.12%-3498.4pp | 34.25%-20.5pp |
| Employer contribution / active EE | $1,938 | $3,401-43.0% | $2,731-29.0% | $3,034-36.1% |
| Participant deferral / active EE | $5,387 | $4,159+29.5% | $4,000+34.7% | $5,087+5.9% |
| Admin fee / account holder | $20 | $103-80.4% | $3,998-99.5% | $269-92.5% |