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 | $55,984 |
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 | $179,010 | $104,631+71.1% | $98,439+81.8% | $80,160+123.3% |
| Participation rate | 99.1% | 87.5%+11.6pp | 75.2%+24.0pp | 72.9%+26.2pp |
| Annual return | 17.15% | 34.72%-17.6pp | 21.16%-4.0pp | 40.38%-23.2pp |
| Employer contribution / active EE | $8,279 | $4,517+83.3% | $3,048+171.6% | $2,978+178.0% |
| Participant deferral / active EE | $14,276 | $6,545+118.1% | $4,738+201.3% | $5,017+184.5% |
| Admin fee / account holder | $19 | $105-81.8% | $8,948-99.8% | $145-86.8% |