Filed December 9, 2024 (most recent of 5 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 | $644 |
Form 5500 reported that benefits due were not provided when due.
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 | $191,529 | $60,124+218.6% | $90,404+111.9% | $79,858+139.8% |
| Participation rate | 97.5% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.9pp |
| Annual return | 20.87% | 71.94%-51.1pp | 1293.02%-1272.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $17,348 | $2,068+739.0% | $3,262+431.8% | $2,471+602.1% |
| Participant deferral / active EE | $9,072 | $2,938+208.7% | $3,963+128.9% | $3,740+142.6% |
| Admin fee / account holder | $4 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |