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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 | $2,384 |
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 | $105,111 | $80,753+30.2% | $136,294-22.9% | $62,292+68.7% |
| Participation rate | 58.9% | 73.5%-14.7pp | 81.9%-23.1pp | 69.5%-10.6pp |
| Annual return | 14.32% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,753 | $5,164-27.3% | $6,247-39.9% | $3,169+18.4% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |