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 | $656 |
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 | $54,320 | $73,638-26.2% | $95,952-43.4% | $73,488-26.1% |
| Participation rate | 89.7% | 76.2%+13.5pp | 77.1%+12.6pp | 70.7%+19.0pp |
| Annual return | 17.88% | 16.78%+1.1pp | 91.61%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,934 | $1,863+3.8% | $2,541-23.9% | $2,270-14.8% |
| Participant deferral / active EE | $5,463 | $3,617+51.0% | $4,167+31.1% | $3,740+46.1% |
| Admin fee / account holder | $4 | $482-99.2% | $6,795-99.9% | $513-99.2% |