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 | $41,730 |
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 | $46,673 | $80,360-41.9% | $90,160-48.2% | $77,958-40.1% |
| Participation rate | 87.7% | 81.9%+5.8pp | 76.9%+10.8pp | 71.6%+16.1pp |
| Annual return | 39.66% | 24.56%+15.1pp | 34.88%+4.8pp | 20.87%+18.8pp |
| Employer contribution / active EE | $4,007 | $2,326+72.3% | $3,318+20.8% | $2,310+73.4% |
| Participant deferral / active EE | $9,234 | $5,829+58.4% | $5,288+74.6% | $3,537+161.1% |
| Admin fee / account holder | $37 | $64-42.5% | $5,943-99.4% | $97-62.4% |