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 | $236,216 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,201 | $87,621-8.5% | $86,436-7.2% | $77,904+2.9% |
| Participation rate | 95.8% | 85.8%+10.0pp | 80.3%+15.4pp | 73.7%+22.1pp |
| Annual return | -16.23% | -13.90%-2.3pp | 4394.89%-4411.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $6,624 | $3,474+90.7% | $3,769+75.8% | $2,848+132.6% |
| Participant deferral / active EE | $12,529 | $8,645+44.9% | $6,952+80.2% | $4,806+160.7% |
| Admin fee / account holder | $53 | $85-37.6% | $6,731-99.2% | $133-60.2% |