Filed November 3, 2020 (most recent of 5 filings on file)
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 | $2,706 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,049 | $34,495+13.2% | $78,689-50.4% | $63,975-39.0% |
| Participation rate | 99.9% | 60.8%+39.1pp | 73.6%+26.3pp | 71.1%+28.7pp |
| Annual return | 37.40% | 11.62%+25.8pp | 62.18%-24.8pp | 48.65%-11.2pp |
| Employer contribution / active EE | $3,936 | $1,398+181.6% | $2,851+38.1% | $2,182+80.4% |
| Participant deferral / active EE | $2,834 | $2,100+34.9% | $3,517-19.4% | $3,356-15.6% |
| Admin fee / account holder | $2 | $68-97.6% | $4,510-100.0% | $70-97.7% |