Filed December 6, 2023
Total covered: 17 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 35-0145825 | Loan Processing | $45,046 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,693 | $58,879-42.8% | $178,490-81.1% | $73,488-54.2% |
| Participation rate | 76.2% | 66.2%+9.9pp | 81.9%-5.8pp | 70.7%+5.5pp |
| Annual return | 14.79% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $524 | $2,236-76.6% | $5,011-89.5% | $2,270-76.9% |
| Participant deferral / active EE | $1,975 | $2,567-23.1% | $5,202-62.0% | $3,740-47.2% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |