Filed January 4, 2018 (most recent of 2 filings on file)
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 | $8,506 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,470 | $47,456-4.2% | $172,739-73.7% | $77,787-41.5% |
| Participation rate | 90.6% | 66.3%+24.3pp | 82.6%+7.9pp | 73.2%+17.4pp |
| Annual return | 22.65% | 35.57%-12.9pp | 802.84%-780.2pp | 32.57%-9.9pp |
| Employer contribution / active EE | $990 | $1,574-37.1% | $5,143-80.8% | $2,504-60.5% |
| Participant deferral / active EE | $3,722 | $2,560+45.4% | $5,198-28.4% | $3,967-6.2% |
| Admin fee / account holder | $2 | $81-97.3% | $13,954-100.0% | $100-97.8% |