Filed November 20, 2019 (most recent of 2 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 | $2,436 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,133 | $122,239-43.4% | $184,203-62.5% | $74,495-7.2% |
| Participation rate | 77.2% | 85.5%-8.2pp | 86.8%-9.6pp | 67.2%+10.0pp |
| Annual return | 20.26% | 19.95%+0.3pp | 28.81%-8.5pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,805 | $4,537-60.2% | $6,427-71.9% | $2,623-31.2% |
| Participant deferral / active EE | $2,853 | $7,139-60.0% | $9,131-68.8% | $4,346-34.4% |
| Admin fee / account holder | $12 | $1,260-99.0% | $13,901-99.9% | $1,942-99.4% |