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 | -$149,056 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,299 | $70,115-1.2% | $70,515-1.7% | $80,160-13.5% |
| Participation rate | 97.1% | 71.7%+25.4pp | 68.3%+28.7pp | 72.9%+24.1pp |
| Annual return | 22.50% | 134.51%-112.0pp | 32.77%-10.3pp | 40.38%-17.9pp |
| Employer contribution / active EE | $5,887 | $3,021+94.9% | $2,973+98.0% | $2,978+97.7% |
| Participant deferral / active EE | $8,465 | $4,495+88.3% | $4,567+85.4% | $5,017+68.7% |
| Admin fee / account holder | $13 | $112-88.2% | $6,412-99.8% | $145-90.8% |