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 | $119,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,261 | $87,621-13.0% | $86,436-11.8% | $77,904-2.1% |
| Participation rate | 91.3% | 85.8%+5.5pp | 80.3%+11.0pp | 73.7%+17.6pp |
| Annual return | -11.04% | -13.90%+2.9pp | 4394.89%-4405.9pp | 12.21%-23.2pp |
| Employer contribution / active EE | $5,881 | $3,474+69.3% | $3,769+56.1% | $2,848+106.5% |
| Participant deferral / active EE | $14,220 | $8,645+64.5% | $6,952+104.6% | $4,806+195.9% |
| Admin fee / account holder | $26 | $85-69.5% | $6,731-99.6% | $133-80.5% |