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 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,503 | $102,872+119.2% | $100,534+124.3% | $102,872+119.2% |
| Participation rate | 99.2% | 73.0%+26.2pp | 80.6%+18.6pp | 73.0%+26.2pp |
| Annual return | 12.65% | 19.06%-6.4pp | 32.66%-20.0pp | 19.06%-6.4pp |
| Employer contribution / active EE | $8,416 | $3,526+138.6% | $4,346+93.6% | $3,526+138.6% |
| Participant deferral / active EE | $7,624 | $5,535+37.7% | $6,144+24.1% | $5,535+37.7% |
| Admin fee / account holder | $0 | $292-100.0% | $7,654-100.0% | $292-100.0% |