Filed February 17, 2016 (most recent of 2 filings on file)
Total covered: 7 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 | $1,145 |
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 | $73,313 | $62,928+16.5% | $172,739-57.6% | $67,579+8.5% |
| Participation rate | 81.0% | 64.5%+16.5pp | 82.6%-1.7pp | 71.3%+9.7pp |
| Annual return | 26.03% | 30.36%-4.3pp | 802.84%-776.8pp | 378.56%-352.5pp |
| Employer contribution / active EE | $4,352 | $1,636+166.0% | $5,143-15.4% | $2,148+102.6% |
| Participant deferral / active EE | $6,632 | $2,145+209.2% | $5,198+27.6% | $3,539+87.4% |
| Admin fee / account holder | $1 | $167-99.3% | $13,954-100.0% | $142-99.2% |