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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.
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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 | $21,252 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,512 | $69,305-37.2% | $82,313-47.1% | $69,631-37.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 11.69% | 21.47%-9.8pp | 25.88%-14.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $2,142 | $1,887+13.5% | $2,428-11.8% | $2,032+5.4% |
| Participant deferral / active EE | $2,265 | $3,568-36.5% | $3,706-38.9% | $3,224-29.7% |
| Admin fee / account holder | $46 | $97-52.2% | $5,608-99.2% | $110-58.0% |