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 3-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 | $319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,282 | $45,152+13.6% | $73,843-30.6% | $59,632-14.0% |
| Participation rate | 65.0% | 64.0%+1.0pp | 73.4%-8.4pp | 68.7%-3.7pp |
| Annual return | 1.03% | 27.40%-26.4pp | 2267.84%-2266.8pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,909 | $2,574+168.4% | $3,583+92.8% | $3,192+116.5% |
| Admin fee / account holder | $4 | $3,516-99.9% | $4,880-99.9% | $4,297-99.9% |