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 | $268,005 |
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 | $55,435 | $71,106-22.0% | $83,333-33.5% | $75,289-26.4% |
| Participation rate | 98.0% | 82.0%+16.0pp | 77.8%+20.2pp | 72.4%+25.6pp |
| Annual return | -2.54% | -0.56%-2.0pp | 10.63%-13.2pp | -0.04%-2.5pp |
| Employer contribution / active EE | $5,947 | $2,436+144.1% | $3,379+76.0% | $2,405+147.3% |
| Participant deferral / active EE | $11,648 | $6,249+86.4% | $5,565+109.3% | $3,739+211.6% |
| Admin fee / account holder | $113 | $72+56.1% | $7,510-98.5% | $102+10.4% |