Filed June 2, 2019 (most recent of 4 filings on file)
Total covered: 13 employees
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 | $136,355 |
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 | $148,548 | $110,299+34.7% | $102,423+45.0% | $199,593-25.6% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 12.58% | 35.73%-23.2pp | 29.32%-16.7pp | 34.25%-21.7pp |
| Employer contribution / active EE | $4,465 | $3,603+23.9% | $3,023+47.7% | $3,034+47.2% |
| Participant deferral / active EE | $9,326 | $6,376+46.3% | $5,053+84.6% | $5,087+83.3% |
| Admin fee / account holder | $83 | $122-32.2% | $9,451-99.1% | $269-69.2% |