Filed April 26, 2019 (most recent of 2 filings on file)
Total covered: 20 employees
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 | $3,864 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,533 | $113,016+191.6% | $103,476+218.5% | $74,495+342.4% |
| Participation rate | 98.7% | 80.8%+17.9pp | 80.5%+18.2pp | 67.2%+31.5pp |
| Annual return | 14.18% | 23.24%-9.1pp | 23.90%-9.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,365 | $4,881-31.1% | $4,672-28.0% | $2,623+28.3% |
| Participant deferral / active EE | $12,968 | $7,279+78.1% | $6,623+95.8% | $4,346+198.4% |
| Admin fee / account holder | $14 | $1,709-99.2% | $9,413-99.9% | $1,942-99.3% |