Filed October 25, 2019 (most recent of 3 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 | $52,212 |
Filed as: SWBC INVESTMENT ADVISORY SERVICE Service code 27 · EIN 75-1553739 | Advisory (Plan) | $16,745 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,981 | $155,795-67.3% | $136,294-62.6% | $69,631-26.8% |
| Participation rate | 99.9% | 75.2%+24.6pp | 81.9%+17.9pp | 70.7%+29.2pp |
| Annual return | 20.58% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $4,742 | $2,991+58.6% | $4,695+1.0% | $2,032+133.4% |
| Participant deferral / active EE | $4,242 | $5,394-21.3% | $6,247-32.1% | $3,224+31.6% |
| Admin fee / account holder | $92 | $128-28.5% | $9,243-99.0% | $110-17.0% |