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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.
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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 | $129,978 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,571 | $87,358-16.9% | $68,793+5.5% | $68,904+5.3% |
| Participation rate | 94.6% | 80.2%+14.5pp | 72.2%+22.4pp | 74.1%+20.5pp |
| Annual return | -7.87% | -3.98%-3.9pp | -4.63%-3.2pp | 1.07%-8.9pp |
| Employer contribution / active EE | $1,833 | $3,082-40.5% | $2,625-30.2% | $2,540-27.9% |
| Participant deferral / active EE | $4,683 | $4,259+9.9% | $3,311+41.4% | $4,015+16.6% |
| Admin fee / account holder | $14 | $68-78.8% | $5,131-99.7% | $71-79.9% |