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 | $13,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,680 | $73,933-34.2% | $96,683-49.6% | $75,163-35.2% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 16.82% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,025 | $2,928+3.3% | $3,737-19.0% | $2,670+13.3% |
| Participant deferral / active EE | $3,567 | $3,659-2.5% | $4,878-26.9% | $4,125-13.5% |
| Admin fee / account holder | $126 | $5,216-97.6% | $6,730-98.1% | $5,651-97.8% |