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 | $8,563 |
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 | $51,488 | $44,794+14.9% | $90,281-43.0% | $77,787-33.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 26.12% | 28.23%-2.1pp | 78.10%-52.0pp | 32.57%-6.5pp |
| Employer contribution / active EE | $5,992 | $1,809+231.3% | $2,854+109.9% | $2,504+139.3% |
| Participant deferral / active EE | $4,582 | $2,642+73.4% | $3,885+17.9% | $3,967+15.5% |
| Admin fee / account holder | $3 | $94-96.8% | $5,351-99.9% | $100-97.0% |