Filed June 15, 2021
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 | $15,452 |
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 | $48,278 | $67,598-28.6% | $75,886-36.4% | $77,787-37.9% |
| Participation rate | 89.6% | 69.6%+20.1pp | 69.3%+20.4pp | 73.2%+16.4pp |
| Annual return | 27.24% | 23.18%+4.1pp | 30.76%-3.5pp | 32.57%-5.3pp |
| Employer contribution / active EE | $3,056 | $2,430+25.8% | $2,500+22.2% | $2,504+22.0% |
| Participant deferral / active EE | $6,120 | $3,502+74.8% | $3,603+69.9% | $3,967+54.3% |
| Admin fee / account holder | $6 | $96-93.4% | $5,418-99.9% | $100-93.7% |