Filed September 18, 2019 (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 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 | $43,577 |
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 | $246,982 | $117,739+109.8% | $82,389+199.8% | $117,739+109.8% |
| Participation rate | 99.0% | 76.6%+22.4pp | 69.5%+29.5pp | 76.6%+22.4pp |
| Annual return | 21.19% | 17.29%+3.9pp | 28.67%-7.5pp | 17.29%+3.9pp |
| Employer contribution / active EE | $16,214 | $3,746+332.8% | $2,517+544.2% | $3,746+332.8% |
| Participant deferral / active EE | $11,832 | $6,128+93.1% | $4,155+184.8% | $6,128+93.1% |
| Admin fee / account holder | -$24 | $112-121.5% | $7,231-100.3% | $112-121.5% |