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 | $350 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,115 | $43,423+13.1% | $78,689-37.6% | $55,167-11.0% |
| Participation rate | 75.0% | 68.0%+7.0pp | 73.6%+1.4pp | 69.0%+6.0pp |
| Annual return | 37.16% | 11.53%+25.6pp | 62.18%-25.0pp | 169.23%-132.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,566 | $2,509+82.0% | $3,517+29.8% | $3,054+49.5% |
| Admin fee / account holder | $3 | $416-99.3% | $4,510-99.9% | $504-99.4% |