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 | $10,499 |
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 | $73,418 | $111,491-34.1% | $189,513-61.3% | $86,799-15.4% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+25.0pp |
| Annual return | 14.08% | 83.50%-69.4pp | 555.15%-541.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $3,627 | $3,951-8.2% | $6,162-41.1% | $2,405+50.8% |
| Participant deferral / active EE | $5,386 | $6,437-16.3% | $8,221-34.5% | $4,131+30.4% |
| Admin fee / account holder | $14 | $189-92.8% | $12,045-99.9% | $170-92.0% |