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 | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,482 | $66,310+3.3% | $93,606-26.8% | $65,185+5.1% |
| Participation rate | 60.4% | 74.0%-13.6pp | 75.8%-15.5pp | 70.2%-9.8pp |
| Annual return | 24.31% | 42.58%-18.3pp | 32.76%-8.4pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,593 | $2,012-20.8% | $2,718-41.4% | $2,177-26.8% |
| Participant deferral / active EE | $3,023 | $3,342-9.6% | $4,069-25.7% | $3,514-14.0% |
| Admin fee / account holder | $37 | $6,897-99.5% | $7,888-99.5% | $847-95.6% |