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 | -$154,374 |
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 | $78,442 | $52,660+49.0% | $86,612-9.4% | $80,160-2.1% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 20.42% | 24.87%-4.5pp | 591.07%-570.7pp | 40.38%-20.0pp |
| Employer contribution / active EE | $8,809 | $2,140+311.6% | $3,022+191.5% | $2,978+195.8% |
| Participant deferral / active EE | $7,081 | $3,215+120.2% | $4,438+59.6% | $5,017+41.1% |
| Admin fee / account holder | -$51 | $113-144.9% | $5,614-100.9% | $145-134.9% |