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 | -$168,466 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,806 | $86,897+32.1% | $151,611-24.3% | $64,808+77.1% |
| Participation rate | 95.0% | 87.3%+7.8pp | 87.5%+7.5pp | 71.5%+23.6pp |
| Annual return | -16.10% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,658 | $4,010-33.7% | $6,166-56.9% | $2,506+6.1% |
| Participant deferral / active EE | $6,327 | $6,690-5.4% | $8,363-24.4% | $4,310+46.8% |
| Admin fee / account holder | $19 | $153-87.6% | $11,616-99.8% | $188-89.9% |