Filed June 25, 2019
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 9-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 | $6,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,449 | $80,177-58.3% | $123,892-73.0% | $57,658-42.0% |
| Participation rate | 68.9% | 74.4%-5.5pp | 81.4%-12.5pp | 70.2%-1.3pp |
| Annual return | 11.17% | 17.90%-6.7pp | 47.52%-36.3pp | 5.13%+6.0pp |
| Employer contribution / active EE | $3,246 | $2,913+11.4% | $4,617-29.7% | $1,974+64.5% |
| Participant deferral / active EE | $4,501 | $5,130-12.3% | $5,984-24.8% | $3,061+47.1% |
| Admin fee / account holder | $17 | $106-84.3% | $8,357-99.8% | $95-82.4% |