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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.
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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 | $110,929 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,168 | $35,366-68.4% | $90,645-87.7% | $75,289-85.2% |
| Participation rate | 86.1% | 57.3%+28.8pp | 74.0%+12.1pp | 72.4%+13.7pp |
| Annual return | -7.36% | -2.19%-5.2pp | 1.88%-9.2pp | -0.04%-7.3pp |
| Employer contribution / active EE | $1,130 | $916+23.4% | $2,532-55.4% | $2,405-53.0% |
| Participant deferral / active EE | $2,170 | $1,998+8.6% | $3,425-36.6% | $3,739-42.0% |
| Admin fee / account holder | $77 | $59+30.5% | $4,994-98.5% | $102-24.7% |