Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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 | -$16,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $227,657 | $81,537+179.2% | $149,718+52.1% | $69,631+226.9% |
| Participation rate | 40.1% | 86.1%-46.0pp | 87.1%-47.0pp | 70.7%-30.6pp |
| Annual return | 19.13% | 22.79%-3.7pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,806 | $3,239-44.2% | $5,445-66.8% | $2,032-11.1% |
| Participant deferral / active EE | $4,400 | $4,994-11.9% | $6,569-33.0% | $3,224+36.5% |
| Admin fee / account holder | -$48 | $107-145.3% | $11,283-100.4% | $110-143.8% |