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 | $45,919 |
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 | $152,055 | $136,266+11.6% | $90,749+67.6% | $77,904+95.2% |
| Participation rate | 99.1% | 86.6%+12.5pp | 75.7%+23.4pp | 73.7%+25.4pp |
| Annual return | -14.71% | -11.32%-3.4pp | -12.16%-2.5pp | 12.21%-26.9pp |
| Employer contribution / active EE | $8,306 | $4,215+97.1% | $2,921+184.4% | $2,848+191.7% |
| Participant deferral / active EE | $13,341 | $6,353+110.0% | $4,564+192.3% | $4,806+177.6% |
| Admin fee / account holder | $15 | $399-96.2% | $8,445-99.8% | $133-88.5% |