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 | $21,786 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $90,947 | $221,442-58.9% | $92,233-1.4% | $77,958+16.7% |
| Participation rate | 73.0% | 79.6%-6.6pp | 76.5%-3.4pp | 71.6%+1.4pp |
| Annual return | 17.09% | 15.65%+1.4pp | 176.28%-159.2pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,129 | $3,226-34.0% | $3,679-42.1% | $2,310-7.9% |
| Participant deferral / active EE | $4,131 | $2,779+48.6% | $3,897+6.0% | $3,537+16.8% |
| Admin fee / account holder | $7 | $210-96.7% | $5,194-99.9% | $97-92.8% |