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 | $21,250 |
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 | $98,208 | $73,102+34.3% | $123,544-20.5% | $56,287+74.5% |
| Participation rate | 95.8% | 74.3%+21.5pp | 82.3%+13.5pp | 69.9%+25.9pp |
| Annual return | -6.80% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,849 | $2,977-4.3% | $4,628-38.4% | $2,111+34.9% |
| Participant deferral / active EE | $7,820 | $5,423+44.2% | $6,426+21.7% | $3,350+133.5% |
| Admin fee / account holder | $250 | $554-54.9% | $9,284-97.3% | $521-52.0% |