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 | $68,685 |
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 | $46,442 | $71,106-34.7% | $83,333-44.3% | $75,289-38.3% |
| Participation rate | 88.2% | 82.0%+6.2pp | 77.8%+10.4pp | 72.4%+15.8pp |
| Annual return | -1.22% | -0.56%-0.7pp | 10.63%-11.9pp | -0.04%-1.2pp |
| Employer contribution / active EE | $4,832 | $2,436+98.4% | $3,379+43.0% | $2,405+100.9% |
| Participant deferral / active EE | $10,646 | $6,249+70.4% | $5,565+91.3% | $3,739+184.8% |
| Admin fee / account holder | $45 | $72-37.5% | $7,510-99.4% | $102-55.8% |