Filed August 2, 2019
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 | -$7,702 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,427 | $91,407+83.2% | $135,903+23.2% | $71,457+134.3% |
| Participation rate | 95.9% | 75.7%+20.3pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 23.39% | 29.90%-6.5pp | 68.23%-44.8pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,587 | $3,703-57.1% | $4,856-67.3% | $2,588-38.7% |
| Participant deferral / active EE | $8,442 | $7,092+19.0% | $7,758+8.8% | $4,289+96.8% |
| Admin fee / account holder | $126 | $1,266-90.0% | $10,762-98.8% | $1,587-92.1% |