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 | $22,081 |
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 | $39,899 | $56,640-29.6% | $80,975-50.7% | $57,658-30.8% |
| Participation rate | 86.1% | 75.9%+10.2pp | 75.8%+10.3pp | 70.2%+15.9pp |
| Annual return | 16.26% | 19.97%-3.7pp | 17.10%-0.8pp | 5.13%+11.1pp |
| Employer contribution / active EE | $4,197 | $2,085+101.3% | $3,714+13.0% | $1,974+112.7% |
| Participant deferral / active EE | $9,178 | $4,944+85.6% | $5,696+61.1% | $3,061+199.9% |
| Admin fee / account holder | $30 | $87-66.0% | $5,516-99.5% | $95-68.6% |