Filed July 10, 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 | $364,979 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,551 | $49,270+43.2% | $156,549-54.9% | $329,111-78.6% |
| Participation rate | 77.5% | 68.1%+9.4pp | 84.0%-6.5pp | 67.9%+9.7pp |
| Annual return | 8.40% | 23.25%-14.9pp | 32.23%-23.8pp | 16.35%-8.0pp |
| Employer contribution / active EE | $1,497 | $1,534-2.5% | $5,501-72.8% | $2,303-35.0% |
| Participant deferral / active EE | $4,663 | $2,920+59.7% | $4,871-4.3% | $3,682+26.6% |
| Admin fee / account holder | $32 | $51-37.4% | $13,027-99.8% | $754-95.8% |