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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 | $1,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $77,165 | $99,957-22.8% | $149,696-48.5% | $73,488+5.0% |
| Participation rate | 20.0% | 75.7%-55.7pp | 82.5%-62.5pp | 70.7%-50.7pp |
| Annual return | 17.49% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,826 | $6,073-53.5% | $6,842-58.7% | $3,740-24.4% |
| Admin fee / account holder | $47 | $551-91.4% | $9,309-99.5% | $513-90.8% |