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 | $60,873 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,870 | $110,699-37.8% | $177,821-61.3% | $90,288-23.7% |
| Participation rate | 95.1% | 88.3%+6.7pp | 87.7%+7.4pp | 73.4%+21.7pp |
| Annual return | 31.77% | 22.79%+9.0pp | 48.32%-16.6pp | 53.97%-22.2pp |
| Employer contribution / active EE | $2,554 | $4,118-38.0% | $5,918-56.8% | $2,524+1.2% |
| Participant deferral / active EE | $7,524 | $6,731+11.8% | $7,714-2.5% | $4,232+77.8% |
| Admin fee / account holder | $25 | $90-72.3% | $12,427-99.8% | $114-78.1% |