Filed June 12, 2015
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 | $38,314 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,339 | $36,806-23.0% | $69,647-59.3% | $77,643-63.5% |
| Participation rate | 73.3% | 64.4%+8.9pp | 66.5%+6.8pp | 70.6%+2.7pp |
| Annual return | 12.66% | 38.81%-26.2pp | 100.48%-87.8pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,824 | $1,257+124.6% | $1,712+64.9% | $2,726+3.6% |
| Participant deferral / active EE | $2,559 | $2,738-6.6% | $2,886-11.3% | $4,647-44.9% |
| Admin fee / account holder | $98 | $507-80.6% | $4,713-97.9% | $430-77.2% |