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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.
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 | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,548 | $47,977-5.1% | $154,107-70.4% | $56,287-19.1% |
| Participation rate | 41.4% | 66.2%-24.8pp | 83.0%-41.7pp | 69.9%-28.5pp |
| Annual return | -7.29% | 3.54%-10.8pp | 735.12%-742.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $752 | $2,169-65.3% | $5,298-85.8% | $2,111-64.4% |
| Participant deferral / active EE | $1,567 | $2,392-34.5% | $5,081-69.2% | $3,350-53.2% |
| Admin fee / account holder | $9 | $438-98.0% | $13,411-99.9% | $521-98.4% |