Filed January 20, 2021 (most recent of 2 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 | $37,245 |
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 | $182,827 | $114,195+60.1% | $106,548+71.6% | $93,030+96.5% |
| Participation rate | 99.1% | 86.4%+12.7pp | 76.1%+23.0pp | 73.9%+25.2pp |
| Annual return | 14.93% | 22.18%-7.2pp | 26.80%-11.9pp | 158.70%-143.8pp |
| Employer contribution / active EE | $7,409 | $4,009+84.8% | $2,819+162.9% | $2,706+173.8% |
| Participant deferral / active EE | $12,425 | $5,908+110.3% | $4,398+182.5% | $4,562+172.3% |
| Admin fee / account holder | $13 | $105-87.5% | $7,407-99.8% | $152-91.4% |