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 35-0145825 | Loan Processing | $29,981 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,542 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,213 | $50,898+16.3% | $171,082-65.4% | $55,167+7.3% |
| Participation rate | 83.0% | 63.3%+19.7pp | 76.7%+6.3pp | 69.0%+14.0pp |
| Annual return | 9.83% | 15.34%-5.5pp | 32.56%-22.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,050 | $1,433+43.1% | $4,002-48.8% | $1,963+4.5% |
| Participant deferral / active EE | $5,505 | $2,994+83.8% | $4,797+14.7% | $3,054+80.2% |
| Admin fee / account holder | $46 | $500-90.8% | $8,520-99.5% | $504-90.8% |