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 | $42,546 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,899 | $75,388-21.9% | $123,544-52.3% | $55,725+5.7% |
| Participation rate | 76.4% | 75.7%+0.8pp | 82.3%-5.9pp | 70.9%+5.6pp |
| Annual return | -2.10% | 4.48%-6.6pp | 119.20%-121.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $2,103 | $3,063-31.3% | $4,628-54.6% | $2,078+1.2% |
| Participant deferral / active EE | $8,939 | $5,651+58.2% | $6,426+39.1% | $3,356+166.4% |
| Admin fee / account holder | $140 | $120+16.5% | $9,284-98.5% | $115+21.1% |