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 | $16,878 |
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 | $47,924 | $64,286-25.5% | $90,951-47.3% | $73,409-34.7% |
| Participation rate | 88.1% | 63.6%+24.5pp | 69.0%+19.1pp | 72.2%+15.9pp |
| Annual return | 14.91% | 21.45%-6.5pp | 134.60%-119.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $527 | $895-41.1% | $2,122-75.2% | $2,234-76.4% |
| Participant deferral / active EE | $4,135 | $2,453+68.6% | $3,373+22.6% | $3,805+8.7% |
| Admin fee / account holder | $16 | $287-94.6% | $5,959-99.7% | $158-90.2% |