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 3-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 | $6,547 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $695,092 | $132,049+426.4% | $200,582+246.5% | $74,304+835.5% |
| Participation rate | 95.9% | 84.1%+11.9pp | 86.9%+9.1pp | 60.3%+35.6pp |
| Annual return | 15.30% | 22.22%-6.9pp | 42.33%-27.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $13,515 | $4,558+196.5% | $6,419+110.6% | $2,241+503.0% |
| Participant deferral / active EE | $24,463 | $7,213+239.2% | $9,331+162.2% | $3,767+549.4% |
| Admin fee / account holder | $74 | $2,405-96.9% | $16,305-99.5% | $2,969-97.5% |