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 | $157,454 |
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 | $114,152 | $130,141-12.3% | $86,677+31.7% | $77,904+46.5% |
| Participation rate | 95.0% | 85.9%+9.0pp | 76.6%+18.4pp | 73.7%+21.3pp |
| Annual return | -14.56% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,603 | $3,220+11.9% | $2,836+27.0% | $2,848+26.5% |
| Participant deferral / active EE | $7,718 | $5,757+34.1% | $4,656+65.8% | $4,806+60.6% |
| Admin fee / account holder | $86 | $132-34.7% | $7,493-98.9% | $133-35.0% |