Filed January 5, 2018
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 | $133,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,302 | $80,360-37.4% | $90,160-44.2% | $77,958-35.5% |
| Participation rate | 97.3% | 81.9%+15.4pp | 76.9%+20.4pp | 71.6%+25.7pp |
| Annual return | 28.15% | 24.56%+3.6pp | 34.88%-6.7pp | 20.87%+7.3pp |
| Employer contribution / active EE | $6,811 | $2,326+192.9% | $3,318+105.3% | $2,310+194.8% |
| Participant deferral / active EE | $9,744 | $5,829+67.2% | $5,288+84.3% | $3,537+175.5% |
| Admin fee / account holder | $61 | $64-4.6% | $5,943-99.0% | $97-37.5% |