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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 | $26,138 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,805 | $82,546-61.5% | $140,016-77.3% | $75,289-57.8% |
| Participation rate | 81.3% | 88.4%-7.0pp | 87.5%-6.2pp | 72.4%+8.9pp |
| Annual return | -3.53% | -0.36%-3.2pp | 651.12%-654.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $149 | $3,856-96.1% | $5,606-97.3% | $2,405-93.8% |
| Participant deferral / active EE | $3,377 | $5,731-41.1% | $6,927-51.2% | $3,739-9.7% |
| Admin fee / account holder | $8 | $86-90.9% | $10,705-99.9% | $102-92.4% |