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 | $620,185 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,343 | $67,512+41.2% | $185,823-48.7% | $93,030+2.5% |
| Participation rate | 96.8% | 67.1%+29.7pp | 81.7%+15.1pp | 73.9%+22.9pp |
| Annual return | 13.35% | 21.04%-7.7pp | 122.05%-108.7pp | 158.70%-145.4pp |
| Employer contribution / active EE | $763 | $1,783-57.2% | $5,167-85.2% | $2,706-71.8% |
| Participant deferral / active EE | $5,451 | $3,035+79.6% | $5,568-2.1% | $4,562+19.5% |
| Admin fee / account holder | $84 | $318-73.4% | $16,237-99.5% | $152-44.3% |