Filed May 15, 2024 (most recent of 2 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 | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,975 | $52,519-41.0% | $155,790-80.1% | $59,632-48.1% |
| Participation rate | 43.9% | 61.7%-17.8pp | 76.1%-32.2pp | 68.7%-24.8pp |
| Annual return | -1.13% | 53.51%-54.6pp | 71.54%-72.7pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,496 | $1,589-5.9% | $3,836-61.0% | $2,203-32.1% |
| Participant deferral / active EE | $2,425 | $3,084-21.4% | $4,797-49.4% | $3,192-24.0% |
| Admin fee / account holder | $5 | $3,540-99.9% | $7,478-99.9% | $4,297-99.9% |