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 | $181,747 |
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 | $74,128 | $86,338-14.1% | $91,989-19.4% | $77,787-4.7% |
| Participation rate | 96.7% | 82.9%+13.8pp | 78.6%+18.1pp | 73.2%+23.5pp |
| Annual return | 29.28% | 29.65%-0.4pp | 69.02%-39.7pp | 32.57%-3.3pp |
| Employer contribution / active EE | $5,555 | $2,988+85.9% | $3,452+60.9% | $2,504+121.8% |
| Participant deferral / active EE | $11,621 | $6,908+68.2% | $5,923+96.2% | $3,967+192.9% |
| Admin fee / account holder | $69 | $79-12.7% | $7,743-99.1% | $100-30.8% |