Filed December 10, 2024
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 | -$3,220 |
Form 5500 reported that benefits due were not provided when due.
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 | $135,026 | $50,898+165.3% | $171,082-21.1% | $55,167+144.8% |
| Participation rate | 99.3% | 63.3%+36.0pp | 76.7%+22.6pp | 69.0%+30.3pp |
| Annual return | 10.24% | 15.34%-5.1pp | 32.56%-22.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $5,920 | $1,433+313.0% | $4,002+47.9% | $1,963+201.6% |
| Participant deferral / active EE | $8,544 | $2,994+185.4% | $4,797+78.1% | $3,054+179.8% |
| Admin fee / account holder | $135 | $500-72.9% | $8,520-98.4% | $504-73.1% |