Filed September 13, 2017
Total covered: 78 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 | -$204,336 |
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 | $225,503 | $103,975+116.9% | $96,707+133.2% | $103,975+116.9% |
| Participation rate | 99.2% | 72.5%+26.7pp | 80.4%+18.9pp | 72.5%+26.7pp |
| Annual return | 12.65% | 19.41%-6.8pp | 34.78%-22.1pp | 19.41%-6.8pp |
| Employer contribution / active EE | $8,416 | $3,722+126.1% | $4,191+100.8% | $3,722+126.1% |
| Participant deferral / active EE | $7,624 | $5,343+42.7% | $5,997+27.1% | $5,343+42.7% |
| Admin fee / account holder | $0 | $332-100.0% | $7,503-100.0% | $332-100.0% |