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 | -$151,664 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $589,469 | $155,795+278.4% | $136,294+332.5% | $69,631+746.6% |
| Participation rate | 99.8% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.1pp |
| Annual return | 18.81% | 232464.33%-232445.5pp | 5155.94%-5137.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $40,170 | $2,991+1243.1% | $4,695+755.5% | $2,032+1876.7% |
| Participant deferral / active EE | $7,652 | $5,394+41.9% | $6,247+22.5% | $3,224+137.4% |
| Admin fee / account holder | -$325 | $128-353.6% | $9,243-103.5% | $110-394.5% |