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 | $965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,995 | $52,293+3.3% | $178,490-69.7% | $73,409-26.4% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 24.51% | 34.75%-10.2pp | 151.07%-126.6pp | 59.29%-34.8pp |
| Employer contribution / active EE | $2,727 | $1,735+57.2% | $5,011-45.6% | $2,234+22.1% |
| Participant deferral / active EE | $7,489 | $2,332+221.1% | $5,202+44.0% | $3,805+96.8% |
| Admin fee / account holder | $1 | $127-99.5% | $13,984-100.0% | $158-99.6% |