Filed April 26, 2021
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 | $1,300 |
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 | $57,329 | $98,982-42.1% | $162,163-64.6% | $65,185-12.1% |
| Participation rate | 86.4% | 85.8%+0.6pp | 87.6%-1.2pp | 70.2%+16.2pp |
| Annual return | 22.02% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,489 | $3,467-57.0% | $5,614-73.5% | $2,177-31.6% |
| Participant deferral / active EE | $3,235 | $5,384-39.9% | $7,298-55.7% | $3,514-7.9% |
| Admin fee / account holder | $11 | $596-98.2% | $10,843-99.9% | $847-98.7% |