Filed May 3, 2022 (most recent of 17 filings on file)
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 | $28,921 |
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 | $142,333 | $110,699+28.6% | $177,821-20.0% | $90,288+57.6% |
| Participation rate | 88.1% | 88.3%-0.2pp | 87.7%+0.4pp | 73.4%+14.8pp |
| Annual return | 21.96% | 22.79%-0.8pp | 48.32%-26.4pp | 53.97%-32.0pp |
| Employer contribution / active EE | $3,363 | $4,118-18.3% | $5,918-43.2% | $2,524+33.2% |
| Participant deferral / active EE | $13,295 | $6,731+97.5% | $7,714+72.3% | $4,232+214.1% |
| Admin fee / account holder | $22 | $90-75.6% | $12,427-99.8% | $114-80.7% |