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 | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,273 | $89,652-38.3% | $141,162-60.8% | $65,185-15.2% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.5%-2.1pp | 70.2%+10.2pp |
| Annual return | 26.99% | 32.79%-5.8pp | 71.39%-44.4pp | 29.38%-2.4pp |
| Employer contribution / active EE | $6,528 | $3,065+113.0% | $4,735+37.9% | $2,177+199.9% |
| Participant deferral / active EE | $5,335 | $5,691-6.2% | $6,709-20.5% | $3,514+51.8% |
| Admin fee / account holder | $4 | $569-99.3% | $10,261-100.0% | $847-99.5% |