Filed March 27, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,082 | $155,795-46.0% | $136,294-38.3% | $69,631+20.8% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 70.7%-5.1pp |
| Annual return | 22.90% | 232464.33%-232441.4pp | 5155.94%-5133.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,604 | $5,394+59.5% | $6,247+37.7% | $3,224+166.9% |
| Admin fee / account holder | $8 | $128-93.6% | $9,243-99.9% | $110-92.6% |