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 | $11,434 |
Form 5500 reported that benefits due were not provided when due.
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 | $68,302 | $111,608-38.8% | $177,821-61.6% | $73,409-7.0% |
| Participation rate | 98.1% | 87.9%+10.3pp | 87.7%+10.4pp | 72.2%+26.0pp |
| Annual return | 43.59% | 18.23%+25.4pp | 48.32%-4.7pp | 59.29%-15.7pp |
| Employer contribution / active EE | $3,925 | $3,796+3.4% | $5,918-33.7% | $2,234+75.7% |
| Participant deferral / active EE | $5,641 | $6,199-9.0% | $7,714-26.9% | $3,805+48.2% |
| Admin fee / account holder | $15 | $166-90.8% | $12,427-99.9% | $158-90.4% |