Filed April 18, 2019
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 6-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 | $260,255 |
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 | $49,240 | $96,458-49.0% | $136,294-63.9% | $77,958-36.8% |
| Participation rate | 78.2% | 75.4%+2.8pp | 81.9%-3.7pp | 71.6%+6.5pp |
| Annual return | 20.95% | 23.78%-2.8pp | 5155.94%-5135.0pp | 20.87%+0.1pp |
| Employer contribution / active EE | $1,663 | $3,144-47.1% | $4,695-64.6% | $2,310-28.0% |
| Participant deferral / active EE | $3,023 | $5,902-48.8% | $6,247-51.6% | $3,537-14.5% |
| Admin fee / account holder | $71 | $80-12.2% | $9,243-99.2% | $97-27.5% |