Filed January 19, 2024 (most recent of 3 filings on file)
Total covered: 9,200 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 | $199,836 |
Form 5500 reported that benefits due were not provided when due.
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 | $25,656 | $65,292-60.7% | $109,313-76.5% | $65,292-60.7% |
| Participation rate | 81.1% | 72.4%+8.7pp | 71.3%+9.9pp | 72.4%+8.7pp |
| Annual return | 9.21% | 11.84%-2.6pp | 22.07%-12.9pp | 11.84%-2.6pp |
| Employer contribution / active EE | $1,714 | $2,302-25.5% | $3,892-56.0% | $2,302-25.5% |
| Participant deferral / active EE | $2,233 | $3,579-37.6% | $3,166-29.5% | $3,579-37.6% |
| Admin fee / account holder | $37 | $57-35.7% | $5,666-99.3% | $57-35.7% |