Filed March 2, 2020 (most recent of 2 filings on file)
Total covered: 227 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 | -$29,739 |
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 | $202,637 | $126,925+59.7% | $74,183+173.2% | $329,111-38.4% |
| Participation rate | 99.0% | 87.5%+11.5pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | 9.99% | 10.67%-0.7pp | 17.74%-7.7pp | 16.35%-6.4pp |
| Employer contribution / active EE | $6,521 | $3,536+84.4% | $2,370+175.2% | $2,303+183.1% |
| Participant deferral / active EE | $5,544 | $6,619-16.2% | $3,550+56.2% | $3,682+50.6% |
| Admin fee / account holder | $22 | $64-65.2% | $5,586-99.6% | $754-97.1% |