Filed May 10, 2018 (most recent of 2 filings on file)
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 | $12,641 |
Form 5500 reported that benefits due were not provided when due.
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 | $44,327 | $37,213+19.1% | $156,549-71.7% | $63,975-30.7% |
| Participation rate | 88.7% | 65.0%+23.7pp | 84.0%+4.7pp | 71.1%+17.6pp |
| Annual return | 7.75% | 47.89%-40.1pp | 32.23%-24.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,050 | $1,357-22.6% | $5,501-80.9% | $2,182-51.9% |
| Participant deferral / active EE | $2,283 | $2,070+10.3% | $4,871-53.1% | $3,356-32.0% |
| Admin fee / account holder | $3 | $56-93.9% | $13,027-100.0% | $70-95.1% |