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 | $240,910 |
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 | $51,343 | $50,127+2.4% | $149,673-65.7% | $80,160-35.9% |
| Participation rate | 93.9% | 64.3%+29.6pp | 78.8%+15.1pp | 72.9%+21.0pp |
| Annual return | 18.73% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,788 | $1,865-4.1% | $4,818-62.9% | $2,978-40.0% |
| Participant deferral / active EE | $5,179 | $3,194+62.2% | $5,680-8.8% | $5,017+3.2% |
| Admin fee / account holder | $63 | $153-58.4% | $13,210-99.5% | $145-56.2% |