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 | $13,538 |
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 | $55,936 | $88,515-36.8% | $162,163-65.5% | $67,579-17.2% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 20.28% | 27.04%-6.8pp | 115.59%-95.3pp | 378.56%-358.3pp |
| Employer contribution / active EE | $5,690 | $3,563+59.7% | $5,614+1.4% | $2,148+164.9% |
| Participant deferral / active EE | $4,901 | $5,724-14.4% | $7,298-32.8% | $3,539+38.5% |
| Admin fee / account holder | $21 | $124-82.6% | $10,843-99.8% | $142-84.9% |