Filed April 22, 2016 (most recent of 4 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 | $860,272 |
HCMS PARTNERS, LLC1+ years Service code 16 · EIN 20-4711573 | Consulting | $19,314 |
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 | $30,949 | $46,516-33.5% | $147,614-79.0% | $69,651-55.6% |
| Participation rate | 87.2% | 65.8%+21.3pp | 84.6%+2.5pp | 66.6%+20.6pp |
| Annual return | 0.98% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $1,006 | $1,393-27.8% | $5,564-81.9% | $2,241-55.1% |
| Participant deferral / active EE | $3,273 | $2,719+20.4% | $4,895-33.1% | $3,635-10.0% |
| Admin fee / account holder | $38 | $45-16.0% | $11,611-99.7% | $63-40.5% |