Filed May 4, 2017 (most recent of 2 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 | $5,581 |
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 | $103,223 | $88,515+16.6% | $162,163-36.3% | $67,579+52.7% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.8pp | 71.3%+25.1pp |
| Annual return | 23.07% | 27.04%-4.0pp | 115.59%-92.5pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,238 | $3,563-37.2% | $5,614-60.1% | $2,148+4.2% |
| Participant deferral / active EE | $8,238 | $5,724+43.9% | $7,298+12.9% | $3,539+132.7% |
| Admin fee / account holder | $12 | $124-90.2% | $10,843-99.9% | $142-91.5% |