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 | $23,887 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,566 | $74,462-14.6% | $81,983-22.5% | $90,288-29.6% |
| Participation rate | 91.2% | 69.7%+21.5pp | 69.2%+21.9pp | 73.4%+17.8pp |
| Annual return | 26.04% | 17.56%+8.5pp | 41.31%-15.3pp | 53.97%-27.9pp |
| Employer contribution / active EE | $3,647 | $2,334+56.2% | $2,498+46.0% | $2,524+44.5% |
| Participant deferral / active EE | $7,494 | $3,602+108.0% | $3,722+101.3% | $4,232+77.1% |
| Admin fee / account holder | $9 | $98-90.7% | $5,664-99.8% | $114-92.0% |