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 8-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 | $1,950 |
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 | $46,895 | $86,332-45.7% | $125,175-62.5% | $65,185-28.1% |
| Participation rate | 93.6% | 75.3%+18.3pp | 79.8%+13.9pp | 70.2%+23.4pp |
| Annual return | 22.99% | 27.43%-4.4pp | 43.79%-20.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,194 | $2,040+7.6% | $3,865-43.2% | $2,177+0.8% |
| Participant deferral / active EE | $5,078 | $3,537+43.5% | $4,937+2.9% | $3,514+44.5% |
| Admin fee / account holder | $17 | $609-97.2% | $9,702-99.8% | $847-98.0% |