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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 | $146,610 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,000 | $46,219+23.3% | $89,391-36.2% | $90,288-36.9% |
| Participation rate | 96.2% | 44.9%+51.3pp | 68.0%+28.2pp | 73.4%+22.8pp |
| Annual return | 12.05% | 25.71%-13.7pp | 245.62%-233.6pp | 53.97%-41.9pp |
| Employer contribution / active EE | $2,102 | $953+120.6% | $2,586-18.7% | $2,524-16.7% |
| Participant deferral / active EE | $2,819 | $2,136+32.0% | $3,890-27.5% | $4,232-33.4% |
| Admin fee / account holder | $44 | $147-70.1% | $4,881-99.1% | $114-61.5% |