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 | $204,408 |
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 | $86,887 | $102,389-15.1% | $100,516-13.6% | $90,288-3.8% |
| Participation rate | 95.9% | 84.0%+11.9pp | 79.4%+16.5pp | 73.4%+22.6pp |
| Annual return | 25.03% | 22.50%+2.5pp | 30.89%-5.9pp | 53.97%-28.9pp |
| Employer contribution / active EE | $6,488 | $3,056+112.3% | $3,418+89.8% | $2,524+157.0% |
| Participant deferral / active EE | $12,011 | $7,514+59.8% | $6,270+91.6% | $4,232+183.8% |
| Admin fee / account holder | $66 | $83-21.2% | $8,081-99.2% | $114-42.5% |