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 | $7,545 |
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 | $39,991 | $37,884+5.6% | $79,464-49.7% | $75,289-46.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -5.79% | 1.06%-6.9pp | 718.14%-723.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $5,759 | $1,680+242.8% | $2,800+105.7% | $2,405+139.5% |
| Participant deferral / active EE | $4,276 | $2,569+66.4% | $3,704+15.4% | $3,739+14.4% |
| Admin fee / account holder | $3 | $77-96.0% | $5,113-99.9% | $102-97.0% |