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 | $2,199 |
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 | $73,086 | $136,307-46.4% | $177,821-58.9% | $73,488-0.5% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+25.9pp |
| Annual return | 19.34% | 18.68%+0.7pp | 48.32%-29.0pp | 28.51%-9.2pp |
| Employer contribution / active EE | $3,525 | $3,712-5.0% | $5,918-40.4% | $2,270+55.3% |
| Participant deferral / active EE | $4,885 | $5,829-16.2% | $7,714-36.7% | $3,740+30.6% |
| Admin fee / account holder | $6 | $596-99.0% | $12,427-100.0% | $513-98.8% |