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 | $119,817 |
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 | $63,347 | $86,338-26.6% | $91,989-31.1% | $77,787-18.6% |
| Participation rate | 91.6% | 82.9%+8.7pp | 78.6%+13.0pp | 73.2%+18.4pp |
| Annual return | 42.05% | 29.65%+12.4pp | 69.02%-27.0pp | 32.57%+9.5pp |
| Employer contribution / active EE | $5,598 | $2,988+87.4% | $3,452+62.2% | $2,504+123.5% |
| Participant deferral / active EE | $12,895 | $6,908+86.7% | $5,923+117.7% | $3,967+225.0% |
| Admin fee / account holder | $59 | $79-25.8% | $7,743-99.2% | $100-41.2% |