Filed August 2, 2022 (most recent of 4 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 8-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 | -$26,362 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,436 | $42,886+379.0% | $88,946+131.0% | $85,563+140.1% |
| Participation rate | 94.6% | 37.9%+56.7pp | 68.8%+25.8pp | 66.0%+28.7pp |
| Annual return | 20.79% | 44.56%-23.8pp | 57.82%-37.0pp | 31.51%-10.7pp |
| Employer contribution / active EE | $26,117 | $1,147+2177.0% | $2,555+922.2% | $2,654+884.2% |
| Participant deferral / active EE | $14,969 | $2,108+610.1% | $4,581+226.7% | $4,375+242.1% |
| Admin fee / account holder | -$40 | $2,263-101.8% | $8,261-100.5% | $834-104.8% |