Filed December 2, 2018
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 | $255,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,543 | $99,062+7.6% | $136,007-21.7% | $99,062+7.6% |
| Participation rate | 98.4% | 71.6%+26.8pp | 76.5%+21.9pp | 71.6%+26.8pp |
| Annual return | 11.85% | 17.66%-5.8pp | 579.32%-567.5pp | 17.66%-5.8pp |
| Employer contribution / active EE | $3,419 | $3,262+4.8% | $4,217-18.9% | $3,262+4.8% |
| Participant deferral / active EE | $8,125 | $5,331+52.4% | $7,025+15.7% | $5,331+52.4% |
| Admin fee / account holder | $27 | $109-75.1% | $6,858-99.6% | $109-75.1% |