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 | $46,341 |
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 | $55,334 | $100,801-45.1% | $149,696-63.0% | $73,409-24.6% |
| Participation rate | 90.2% | 77.7%+12.5pp | 82.5%+7.7pp | 72.2%+18.0pp |
| Annual return | 16.01% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,143 | $3,312-35.3% | $4,644-53.9% | $2,234-4.1% |
| Participant deferral / active EE | $7,162 | $6,404+11.8% | $6,842+4.7% | $3,805+88.2% |
| Admin fee / account holder | $117 | $181-35.3% | $9,309-98.7% | $158-25.9% |