Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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 | $84,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,161 | $56,095+41.1% | $178,490-55.6% | $90,288-12.3% |
| Participation rate | 72.7% | 65.6%+7.1pp | 81.9%-9.2pp | 73.4%-0.7pp |
| Annual return | 30.38% | 28.81%+1.6pp | 151.07%-120.7pp | 53.97%-23.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,091 | $2,669+15.8% | $5,202-40.6% | $4,232-27.0% |
| Admin fee / account holder | $38 | $101-61.8% | $13,984-99.7% | $114-66.3% |