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 | $110,034 |
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 | $155,485 | $118,337+31.4% | $189,513-18.0% | $93,030+67.1% |
| Participation rate | 86.6% | 89.1%-2.5pp | 87.8%-1.3pp | 73.9%+12.6pp |
| Annual return | 23.71% | 21.77%+1.9pp | 555.15%-531.4pp | 158.70%-135.0pp |
| Employer contribution / active EE | $3,123 | $4,204-25.7% | $6,162-49.3% | $2,706+15.4% |
| Participant deferral / active EE | $13,533 | $7,123+90.0% | $8,221+64.6% | $4,562+196.6% |
| Admin fee / account holder | $71 | $100-28.7% | $12,045-99.4% | $152-53.1% |