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 | $8,906 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,771 | $64,707+3.2% | $112,228-40.5% | $68,494-2.5% |
| Participation rate | 86.7% | 67.2%+19.5pp | 75.1%+11.6pp | 67.9%+18.8pp |
| Annual return | -15.39% | -11.40%-4.0pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,821 | $2,746+2.8% | $3,635-22.4% | $2,596+8.7% |
| Participant deferral / active EE | $4,142 | $3,565+16.2% | $4,728-12.4% | $4,027+2.8% |
| Admin fee / account holder | $167 | $5,232-96.8% | $6,410-97.4% | $5,403-96.9% |