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 | $69,626 |
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 | $78,809 | $100,801-21.8% | $149,696-47.4% | $73,409+7.4% |
| Participation rate | 87.6% | 77.7%+9.9pp | 82.5%+5.2pp | 72.2%+15.5pp |
| Annual return | 22.63% | 265.34%-242.7pp | 276.60%-254.0pp | 59.29%-36.7pp |
| Employer contribution / active EE | $4,993 | $3,312+50.8% | $4,644+7.5% | $2,234+123.6% |
| Participant deferral / active EE | $10,501 | $6,404+64.0% | $6,842+53.5% | $3,805+176.0% |
| Admin fee / account holder | $139 | $181-23.3% | $9,309-98.5% | $158-12.2% |