Filed August 8, 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 3-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 | -$815,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,017 | $53,684+11.8% | $170,442-64.8% | $80,976-25.9% |
| Participation rate | 84.4% | 69.2%+15.2pp | 83.6%+0.8pp | 68.3%+16.1pp |
| Annual return | 20.02% | 25.97%-6.0pp | 205.93%-185.9pp | 22.91%-2.9pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $4,970 | $3,017+64.7% | $4,939+0.6% | $3,848+29.1% |
| Admin fee / account holder | $10 | $46-77.8% | $13,880-99.9% | $67-84.8% |