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 | $10,851 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,875 |
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 | $51,794 | $78,485-34.0% | $106,213-51.2% | $74,495-30.5% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+14.0pp | 67.2%+22.0pp |
| Annual return | 112.01% | 15.95%+96.1pp | 116.14%-4.1pp | 1364.94%-1252.9pp |
| Employer contribution / active EE | $3,258 | $2,523+29.1% | $3,171+2.7% | $2,623+24.2% |
| Participant deferral / active EE | $3,884 | $4,322-10.1% | $5,016-22.6% | $4,346-10.6% |
| Admin fee / account holder | $147 | $2,232-93.4% | $11,033-98.7% | $1,942-92.4% |