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 | -$177,952 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,084 | $43,113+44.0% | $82,719-24.9% | $77,904-20.3% |
| Participation rate | 99.9% | 63.8%+36.1pp | 72.6%+27.3pp | 73.7%+26.2pp |
| Annual return | -16.88% | 2.60%-19.5pp | 701.18%-718.1pp | 12.21%-29.1pp |
| Employer contribution / active EE | $7,428 | $1,924+286.0% | $3,009+146.9% | $2,848+160.9% |
| Participant deferral / active EE | $6,199 | $3,057+102.8% | $4,395+41.0% | $4,806+29.0% |
| Admin fee / account holder | -$58 | $102-156.4% | $5,329-101.1% | $133-143.5% |