Filed October 4, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,143 | $121,341+8.9% | $189,513-30.3% | $79,386+66.5% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.8%+10.8pp | 70.7%+27.9pp |
| Annual return | 14.77% | 21.08%-6.3pp | 555.15%-540.4pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,958 | $3,915+26.7% | $6,162-19.5% | $2,427+104.2% |
| Participant deferral / active EE | $5,703 | $6,395-10.8% | $8,221-30.6% | $4,046+41.0% |
| Admin fee / account holder | $17 | $651-97.4% | $12,045-99.9% | $626-97.3% |