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 | $1,340,170 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $57,184 | $66,513-14.0% | $178,490-68.0% | $106,222-46.2% |
| Participation rate | 93.1% | 73.8%+19.3pp | 81.9%+11.2pp | 70.8%+22.3pp |
| Annual return | 17.54% | 21.81%-4.3pp | 151.07%-133.5pp | 21.69%-4.2pp |
| Employer contribution / active EE | $447 | $1,776-74.8% | $5,011-91.1% | $2,723-83.6% |
| Participant deferral / active EE | $4,194 | $3,679+14.0% | $5,202-19.4% | $4,600-8.8% |
| Admin fee / account holder | $47 | $53-11.2% | $13,984-99.7% | $78-39.4% |