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 | $494,279 |
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 | $82,659 | $47,456+74.2% | $172,739-52.1% | $77,787+6.3% |
| Participation rate | 91.9% | 66.3%+25.6pp | 82.6%+9.3pp | 73.2%+18.7pp |
| Annual return | 32.84% | 35.57%-2.7pp | 802.84%-770.0pp | 32.57%+0.3pp |
| Employer contribution / active EE | $669 | $1,574-57.5% | $5,143-87.0% | $2,504-73.3% |
| Participant deferral / active EE | $4,628 | $2,560+80.8% | $5,198-11.0% | $3,967+16.6% |
| Admin fee / account holder | $71 | $81-11.9% | $13,954-99.5% | $100-28.8% |