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 | $89,745 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,801 |
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 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 | $42,398 | $105,247-59.7% | $87,100-51.3% | $77,787-45.5% |
| Participation rate | 93.5% | 85.8%+7.7pp | 76.9%+16.7pp | 73.2%+20.3pp |
| Annual return | 62.95% | 24.52%+38.4pp | 28.19%+34.8pp | 32.57%+30.4pp |
| Employer contribution / active EE | $1,360 | $2,895-53.0% | $2,521-46.1% | $2,504-45.7% |
| Participant deferral / active EE | $5,053 | $5,060-0.1% | $4,049+24.8% | $3,967+27.4% |
| Admin fee / account holder | $70 | $104-33.0% | $7,497-99.1% | $100-30.0% |