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 | $1,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,827 | $93,571+43.0% | $135,903-1.5% | $75,163+78.0% |
| Participation rate | 87.8% | 75.2%+12.7pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 20.39% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $4,742 | $3,537+34.1% | $4,856-2.4% | $2,670+77.6% |
| Participant deferral / active EE | $12,173 | $6,404+90.1% | $7,758+56.9% | $4,125+195.1% |
| Admin fee / account holder | $9 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |