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 | -$88,729 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,527 | $52,626+39.7% | $98,442-25.3% | $93,030-21.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 15.84% | 16.95%-1.1pp | 1492.73%-1476.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $7,581 | $1,894+300.4% | $2,960+156.2% | $2,706+180.2% |
| Participant deferral / active EE | $5,643 | $2,907+94.1% | $4,276+32.0% | $4,562+23.7% |
| Admin fee / account holder | -$30 | $102-129.7% | $5,949-100.5% | $152-120.0% |