Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 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 | $241,721 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,003 | $95,918+76.2% | $151,611+11.5% | $77,904+116.9% |
| Participation rate | 99.1% | 88.7%+10.4pp | 87.5%+11.6pp | 73.7%+25.4pp |
| Annual return | -15.57% | -5.50%-10.1pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,990 | $4,330-7.9% | $6,166-35.3% | $2,848+40.1% |
| Participant deferral / active EE | $10,343 | $7,508+37.8% | $8,363+23.7% | $4,806+115.2% |
| Admin fee / account holder | $71 | $93-24.2% | $11,616-99.4% | $133-46.7% |