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 55 · EIN 35-2552359 | Other Commissions | $70,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,831 |
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 | $51,175 | $71,666-28.6% | $117,854-56.6% | $69,631-26.5% |
| Participation rate | 92.8% | 77.5%+15.3pp | 79.7%+13.1pp | 70.7%+22.1pp |
| Annual return | 18.81% | 18.86%0pp | 335.08%-316.3pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,219 | $1,889+17.5% | $3,786-41.4% | $2,032+9.2% |
| Participant deferral / active EE | $3,927 | $3,340+17.6% | $4,482-12.4% | $3,224+21.8% |
| Admin fee / account holder | $19 | $120-84.5% | $8,020-99.8% | $110-83.1% |