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 | $1,091 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,000 | $99,957-32.0% | $149,696-54.6% | $73,488-7.5% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.6pp | 70.7%+18.4pp |
| Annual return | 35.67% | 53.87%-18.2pp | 276.60%-240.9pp | 28.51%+7.2pp |
| Employer contribution / active EE | $10,414 | $3,191+226.3% | $4,644+124.2% | $2,270+358.7% |
| Participant deferral / active EE | $7,727 | $6,073+27.2% | $6,842+12.9% | $3,740+106.6% |
| Admin fee / account holder | $5 | $551-99.0% | $9,309-99.9% | $513-98.9% |