Filed June 9, 2016
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 | $26,133 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,595 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,368 | $54,573+10.6% | $90,951-33.6% | $73,488-17.9% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.1pp | 70.7%+26.5pp |
| Annual return | 13.47% | 16.69%-3.2pp | 134.60%-121.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $507 | $991-48.8% | $2,122-76.1% | $2,270-77.7% |
| Participant deferral / active EE | $6,777 | $2,517+169.3% | $3,373+100.9% | $3,740+81.2% |
| Admin fee / account holder | $216 | $521-58.5% | $5,959-96.4% | $513-57.8% |