Filed June 7, 2016 (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 | $2,224 |
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 | $47,496 | $80,005-40.6% | $140,016-66.1% | $55,725-14.8% |
| Participation rate | 95.1% | 87.0%+8.1pp | 87.5%+7.6pp | 70.9%+24.2pp |
| Annual return | -3.52% | 0.46%-4.0pp | 651.12%-654.6pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,862 | $3,403-15.9% | $5,606-48.9% | $2,078+37.7% |
| Participant deferral / active EE | $3,835 | $5,264-27.2% | $6,927-44.6% | $3,356+14.3% |
| Admin fee / account holder | $6 | $116-95.0% | $10,705-99.9% | $115-95.0% |