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 | $319,206 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,260 | $108,617-7.7% | $108,410-7.5% | $93,030+7.8% |
| Participation rate | 96.8% | 83.1%+13.7pp | 80.1%+16.7pp | 73.9%+22.9pp |
| Annual return | 22.96% | 21.63%+1.3pp | 905.27%-882.3pp | 158.70%-135.7pp |
| Employer contribution / active EE | $6,066 | $3,249+86.7% | $3,558+70.5% | $2,706+124.2% |
| Participant deferral / active EE | $12,952 | $7,885+64.3% | $6,563+97.4% | $4,562+183.9% |
| Admin fee / account holder | $87 | $94-6.9% | $7,295-98.8% | $152-42.6% |