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 9-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 | $50,801 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $35,441 | $84,784-58.2% | $98,439-64.0% | $74,419-52.4% |
| Participation rate | 88.4% | 81.5%+6.9pp | 75.2%+13.2pp | 70.7%+17.7pp |
| Annual return | 62.22% | 20.59%+41.6pp | 21.16%+41.1pp | 34.38%+27.8pp |
| Employer contribution / active EE | $1,307 | $3,364-61.2% | $3,048-57.1% | $2,637-50.5% |
| Participant deferral / active EE | $3,449 | $5,218-33.9% | $4,738-27.2% | $4,528-23.8% |
| Admin fee / account holder | $66 | $204-67.7% | $8,948-99.3% | $348-81.0% |