Filed November 27, 2019 (most recent of 7 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 | -$297,233 |
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 | $78,421 | $95,918-18.2% | $151,611-48.3% | $77,904+0.7% |
| Participation rate | 97.2% | 88.7%+8.4pp | 87.5%+9.7pp | 73.7%+23.5pp |
| Annual return | -16.45% | -5.50%-11.0pp | 3.33%-19.8pp | 12.21%-28.7pp |
| Employer contribution / active EE | $5,029 | $4,330+16.1% | $6,166-18.4% | $2,848+76.6% |
| Participant deferral / active EE | $4,448 | $7,508-40.8% | $8,363-46.8% | $4,806-7.5% |
| Admin fee / account holder | -$110 | $93-217.6% | $11,616-100.9% | $133-182.8% |