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 | -$6,645 |
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 | $66,548 | $47,634+39.7% | $90,404-26.4% | $90,288-26.3% |
| Participation rate | 99.9% | 67.5%+32.4pp | 72.7%+27.2pp | 73.4%+26.5pp |
| Annual return | 19.07% | 19.61%-0.5pp | 1293.02%-1273.9pp | 53.97%-34.9pp |
| Employer contribution / active EE | $6,227 | $1,749+256.0% | $3,262+90.9% | $2,524+146.7% |
| Participant deferral / active EE | $5,284 | $2,824+87.1% | $3,963+33.3% | $4,232+24.9% |
| Admin fee / account holder | $3 | $106-97.1% | $5,611-99.9% | $114-97.3% |