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 | -$31,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,330 | $53,684+4.9% | $170,442-67.0% | $80,976-30.4% |
| Participation rate | 85.3% | 69.2%+16.1pp | 83.6%+1.7pp | 68.3%+17.0pp |
| Annual return | 22.59% | 25.97%-3.4pp | 205.93%-183.3pp | 22.91%-0.3pp |
| Employer contribution / active EE | $2,399 | $1,642+46.1% | $5,433-55.8% | $2,402-0.2% |
| Participant deferral / active EE | $3,078 | $3,017+2.0% | $4,939-37.7% | $3,848-20.0% |
| Admin fee / account holder | -$4 | $46-108.1% | $13,880-100.0% | $67-105.5% |