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 4-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 | $3,045 |
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 | $116,587 | $73,360+58.9% | $177,989-34.5% | $74,495+56.5% |
| Participation rate | 88.2% | 66.6%+21.6pp | 77.1%+11.2pp | 67.2%+21.0pp |
| Annual return | 15.14% | 17.49%-2.4pp | 294.48%-279.3pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,396 | $2,216+98.4% | $3,949+11.3% | $2,623+67.6% |
| Participant deferral / active EE | $7,100 | $4,513+57.3% | $6,276+13.1% | $4,346+63.4% |
| Admin fee / account holder | $14 | $1,808-99.2% | $10,363-99.9% | $1,942-99.3% |