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 | $458 |
Form 5500 reported that benefits due were not provided when due.
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 | $237,008 | $138,331+71.3% | $86,677+173.4% | $89,394+165.1% |
| Participation rate | 98.4% | 88.9%+9.5pp | 76.6%+21.8pp | 71.3%+27.1pp |
| Annual return | -12.53% | -11.72%-0.8pp | 35.91%-48.4pp | -11.89%-0.6pp |
| Employer contribution / active EE | $29,838 | $4,812+520.1% | $2,836+952.0% | $3,022+887.4% |
| Participant deferral / active EE | $8,396 | $8,027+4.6% | $4,656+80.3% | $5,123+63.9% |
| Admin fee / account holder | $14 | $64-78.8% | $7,493-99.8% | $79-82.9% |