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 | $39,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,268 | $55,347+131.8% | $120,354+6.6% | $199,593-35.7% |
| Participation rate | 96.1% | 52.9%+43.2pp | 71.9%+24.2pp | 72.0%+24.1pp |
| Annual return | 16.04% | 15.37%+0.7pp | 107.15%-91.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $4,821 | $1,296+272.1% | $3,463+39.2% | $3,034+58.9% |
| Participant deferral / active EE | $10,396 | $2,350+342.3% | $4,991+108.3% | $5,087+104.4% |
| Admin fee / account holder | $30 | $134-78.0% | $9,423-99.7% | $269-89.0% |