Filed February 25, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $434,429 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,979 | $135,240-15.7% | $169,993-33.0% | $96,393+18.2% |
| Participation rate | 96.4% | 86.5%+9.9pp | 87.0%+9.4pp | 71.3%+25.1pp |
| Annual return | 36.13% | 22.04%+14.1pp | 53.37%-17.2pp | 22.88%+13.2pp |
| Employer contribution / active EE | $7,222 | $5,029+43.6% | $6,785+6.4% | $3,238+123.0% |
| Participant deferral / active EE | $7,758 | $8,138-4.7% | $10,408-25.5% | $5,455+42.2% |
| Admin fee / account holder | $35 | $85-58.9% | $12,815-99.7% | $74-52.8% |