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 | $8,790 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,284 | $56,095-13.9% | $178,490-72.9% | $90,288-46.5% |
| Participation rate | 92.3% | 65.6%+26.8pp | 81.9%+10.4pp | 73.4%+19.0pp |
| Annual return | 16.63% | 28.81%-12.2pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $1,286 | $1,572-18.2% | $5,011-74.3% | $2,524-49.0% |
| Participant deferral / active EE | $4,059 | $2,669+52.1% | $5,202-22.0% | $4,232-4.1% |
| Admin fee / account holder | $2 | $101-97.9% | $13,984-100.0% | $114-98.1% |