Filed May 4, 2021 (most recent of 5 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 | $11,925 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,919 | $80,005-37.6% | $140,016-64.3% | $55,725-10.4% |
| Participation rate | 96.3% | 87.0%+9.3pp | 87.5%+8.8pp | 70.9%+25.5pp |
| Annual return | 0.60% | 0.46%+0.1pp | 651.12%-650.5pp | 244.93%-244.3pp |
| Employer contribution / active EE | $5,896 | $3,403+73.3% | $5,606+5.2% | $2,078+183.7% |
| Participant deferral / active EE | $4,383 | $5,264-16.7% | $6,927-36.7% | $3,356+30.6% |
| Admin fee / account holder | $20 | $116-82.5% | $10,705-99.8% | $115-82.5% |