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 | $10,004 |
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 | $56,779 | $54,590+4.0% | $81,930-30.7% | $73,488-22.7% |
| Participation rate | 92.9% | 68.3%+24.5pp | 72.0%+20.9pp | 70.7%+22.2pp |
| Annual return | 13.03% | 17.74%-4.7pp | 29.49%-16.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,583 | $1,636+57.9% | $4,310-40.1% | $2,270+13.8% |
| Participant deferral / active EE | $4,371 | $2,759+58.4% | $7,107-38.5% | $3,740+16.9% |
| Admin fee / account holder | $29 | $592-95.0% | $5,158-99.4% | $513-94.3% |