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 | $22,889 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $137,500 | $99,957+37.6% | $149,696-8.1% | $73,488+87.1% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 14.34% | 53.87%-39.5pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,848 | $3,191-10.7% | $4,644-38.7% | $2,270+25.5% |
| Participant deferral / active EE | $7,605 | $6,073+25.2% | $6,842+11.2% | $3,740+103.4% |
| Admin fee / account holder | $172 | $551-68.7% | $9,309-98.2% | $513-66.5% |