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 | $850 |
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 | $110,022 | $99,957+10.1% | $149,696-26.5% | $73,488+49.7% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 17.28% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $4,092 | $3,191+28.2% | $4,644-11.9% | $2,270+80.3% |
| Participant deferral / active EE | $8,193 | $6,073+34.9% | $6,842+19.7% | $3,740+119.1% |
| Admin fee / account holder | $14 | $551-97.5% | $9,309-99.9% | $513-97.3% |