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 | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $41,465 | $70,475-41.2% | $100,516-58.7% | $79,858-48.1% |
| Participation rate | 47.4% | 73.7%-26.3pp | 79.4%-32.0pp | 69.6%-22.3pp |
| Annual return | 13.39% | 21.90%-8.5pp | 30.89%-17.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,494 | $2,165+61.4% | $3,418+2.2% | $2,471+41.4% |
| Participant deferral / active EE | $2,943 | $5,181-43.2% | $6,270-53.1% | $3,740-21.3% |
| Admin fee / account holder | $10 | $4,478-99.8% | $8,081-99.9% | $5,306-99.8% |