Filed October 31, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $29,533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,528 | $73,404-17.5% | $87,100-30.5% | $67,579-10.4% |
| Participation rate | 98.0% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 22.09% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $4,318 | $2,014+114.4% | $2,521+71.3% | $2,148+101.1% |
| Participant deferral / active EE | $3,774 | $3,913-3.5% | $4,049-6.8% | $3,539+6.6% |
| Admin fee / account holder | $78 | $142-44.8% | $7,497-99.0% | $142-45.1% |