Filed January 28, 2020 (most recent of 13 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 | $86,144 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,844 | $241,101-56.5% | $103,333+1.5% | $199,593-47.5% |
| Participation rate | 82.9% | 78.3%+4.6pp | 74.5%+8.4pp | 72.0%+10.9pp |
| Annual return | 15.08% | 17.80%-2.7pp | 24.88%-9.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $4,366 | $4,244+2.9% | $3,868+12.9% | $3,034+43.9% |
| Participant deferral / active EE | $7,514 | $3,958+89.8% | $5,057+48.6% | $5,087+47.7% |
| Admin fee / account holder | $40 | $288-86.1% | $8,355-99.5% | $269-85.1% |