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 | $199,114 |
Form 5500 reported that benefits due were not provided when due.
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 | $113,894 | $105,247+8.2% | $87,100+30.8% | $77,787+46.4% |
| Participation rate | 98.4% | 85.8%+12.6pp | 76.9%+21.5pp | 73.2%+25.1pp |
| Annual return | 28.58% | 24.52%+4.1pp | 28.19%+0.4pp | 32.57%-4.0pp |
| Employer contribution / active EE | $3,261 | $2,895+12.7% | $2,521+29.3% | $2,504+30.2% |
| Participant deferral / active EE | $6,386 | $5,060+26.2% | $4,049+57.7% | $3,967+61.0% |
| Admin fee / account holder | $114 | $104+9.1% | $7,497-98.5% | $100+14.0% |