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 10-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 | $126,857 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $54,009 | $41,617+29.8% | $84,611-36.2% | $77,787-30.6% |
| Participation rate | 94.7% | 45.0%+49.7pp | 68.2%+26.5pp | 73.2%+21.5pp |
| Annual return | 20.21% | 24.97%-4.8pp | 258.74%-238.5pp | 32.57%-12.4pp |
| Employer contribution / active EE | $2,610 | $1,061+146.0% | $2,652-1.6% | $2,504+4.2% |
| Participant deferral / active EE | $2,481 | $2,129+16.6% | $3,899-36.4% | $3,967-37.5% |
| Admin fee / account holder | $35 | $121-71.0% | $4,912-99.3% | $100-64.9% |