Filed April 1, 2022 (most recent of 3 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 | -$5,925 |
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 | $48,924 | $43,110+13.5% | $156,549-68.7% | $65,292-25.1% |
| Participation rate | 81.8% | 69.3%+12.4pp | 84.0%-2.2pp | 72.4%+9.3pp |
| Annual return | 8.13% | 11.24%-3.1pp | 32.23%-24.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $2,297 | $1,702+34.9% | $5,501-58.3% | $2,302-0.2% |
| Participant deferral / active EE | $2,973 | $2,520+18.0% | $4,871-39.0% | $3,579-16.9% |
| Admin fee / account holder | $0 | $47-100.0% | $13,027-100.0% | $57-100.0% |