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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 | $14,917 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,440 | $91,407+78.8% | $135,903+20.3% | $71,457+128.7% |
| Participation rate | 64.7% | 75.7%-11.0pp | 81.9%-17.2pp | 67.9%-3.3pp |
| Annual return | 20.11% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $18 | $3,703-99.5% | $4,856-99.6% | $2,588-99.3% |
| Participant deferral / active EE | $11,957 | $7,092+68.6% | $7,758+54.1% | $4,289+178.8% |
| Admin fee / account holder | $144 | $1,266-88.6% | $10,762-98.7% | $1,587-90.9% |