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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 | $2,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,145 | $75,183+18.6% | $123,892-28.0% | $55,167+61.6% |
| Participation rate | 61.1% | 72.8%-11.7pp | 81.4%-20.3pp | 69.0%-7.9pp |
| Annual return | -1.21% | 19.01%-20.2pp | 47.52%-48.7pp | 169.23%-170.4pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,374 | $5,084-33.6% | $5,984-43.6% | $3,054+10.5% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |