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 8-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 | $58,582 |
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 | $23,791 | $52,953-55.1% | $172,739-86.2% | $65,185-63.5% |
| Participation rate | 74.5% | 66.2%+8.3pp | 82.6%-8.2pp | 70.2%+4.3pp |
| Annual return | 22.14% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,840 | $2,190-16.0% | $5,143-64.2% | $2,177-15.5% |
| Participant deferral / active EE | $1,754 | $2,471-29.0% | $5,198-66.3% | $3,514-50.1% |
| Admin fee / account holder | $266 | $472-43.6% | $13,954-98.1% | $847-68.6% |