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 10-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 | $27,231 |
Filed as: EAGLE STRATEGIES Service code 27 · EIN 13-5582869 | Advisory (Plan) | $15,000 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,918 | $86,944-47.2% | $107,525-57.3% | $74,304-38.2% |
| Participation rate | 84.9% | 59.6%+25.4pp | 75.1%+9.8pp | 60.3%+24.6pp |
| Annual return | 25.99% | 23.52%+2.5pp | 181.32%-155.3pp | 29.43%-3.4pp |
| Employer contribution / active EE | $502 | $2,757-81.8% | $3,754-86.6% | $2,241-77.6% |
| Participant deferral / active EE | $4,243 | $3,554+19.4% | $5,116-17.1% | $3,767+12.6% |
| Admin fee / account holder | $189 | $3,727-94.9% | $8,919-97.9% | $2,969-93.6% |