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 7-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 | $44,611 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,014 | $75,388-36.3% | $123,544-61.1% | $55,725-13.8% |
| Participation rate | 86.8% | 75.7%+11.2pp | 82.3%+4.5pp | 70.9%+16.0pp |
| Annual return | 8.90% | 4.48%+4.4pp | 119.20%-110.3pp | 244.93%-236.0pp |
| Employer contribution / active EE | $4,005 | $3,063+30.8% | $4,628-13.4% | $2,078+92.7% |
| Participant deferral / active EE | $8,535 | $5,651+51.1% | $6,426+32.8% | $3,356+154.4% |
| Admin fee / account holder | $114 | $120-4.7% | $9,284-98.8% | $115-0.9% |