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 | $2,650 |
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 | $30,781 | $55,182-44.2% | $73,307-58.0% | $55,191-44.2% |
| Participation rate | 84.9% | 73.9%+11.0pp | 74.9%+10.0pp | 69.2%+15.8pp |
| Annual return | 16.76% | 8.55%+8.2pp | 5.67%+11.1pp | 10.78%+6.0pp |
| Employer contribution / active EE | $3,554 | $1,935+83.7% | $3,237+9.8% | $1,899+87.2% |
| Participant deferral / active EE | $7,585 | $4,641+63.4% | $4,991+52.0% | $3,046+149.0% |
| Admin fee / account holder | $4 | $68-93.7% | $5,637-99.9% | $91-95.2% |