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 | -$293,436 |
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 | $134,965 | $100,227+34.7% | $169,993-20.6% | $74,419+81.4% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.0%+10.7pp | 70.7%+27.0pp |
| Annual return | 18.51% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,502 | $4,263-17.9% | $6,785-48.4% | $2,637+32.8% |
| Participant deferral / active EE | $7,564 | $7,143+5.9% | $10,408-27.3% | $4,528+67.0% |
| Admin fee / account holder | $12 | $234-94.7% | $12,815-99.9% | $348-96.4% |