Filed February 24, 2023 (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 | $6,300 |
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 | $124,408 | $111,608+11.5% | $177,821-30.0% | $73,409+69.5% |
| Participation rate | 95.9% | 87.9%+8.1pp | 87.7%+8.2pp | 72.2%+23.8pp |
| Annual return | 20.90% | 18.23%+2.7pp | 48.32%-27.4pp | 59.29%-38.4pp |
| Employer contribution / active EE | $3,657 | $3,796-3.7% | $5,918-38.2% | $2,234+63.7% |
| Participant deferral / active EE | $8,647 | $6,199+39.5% | $7,714+12.1% | $3,805+127.2% |
| Admin fee / account holder | $10 | $166-94.1% | $12,427-99.9% | $158-93.8% |