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 | $251,002 |
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 | $104,339 | $103,918+0.4% | $94,646+10.2% | $80,160+30.2% |
| Participation rate | 98.9% | 85.8%+13.0pp | 80.8%+18.0pp | 72.9%+25.9pp |
| Annual return | 25.60% | 27.77%-2.2pp | 156.71%-131.1pp | 40.38%-14.8pp |
| Employer contribution / active EE | $8,087 | $3,539+128.5% | $3,672+120.2% | $2,978+171.6% |
| Participant deferral / active EE | $15,410 | $9,528+61.7% | $7,418+107.7% | $5,017+207.1% |
| Admin fee / account holder | $50 | $96-47.8% | $7,231-99.3% | $145-65.2% |