Filed December 17, 2024 (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 | $938 |
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 | $70,472 | $70,002+0.7% | $115,037-38.7% | $52,331+34.7% |
| Participation rate | 95.9% | 72.1%+23.8pp | 81.4%+14.5pp | 68.1%+27.8pp |
| Annual return | -1.25% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,276 | $2,715+20.7% | $4,608-28.9% | $1,882+74.1% |
| Participant deferral / active EE | $5,988 | $4,920+21.7% | $6,026-0.6% | $3,022+98.1% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.7% |