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 | $416,650 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $14,553 |
Form 5500 reported that benefits due were not provided when due.
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 | $79,505 | $53,684+48.1% | $170,442-53.4% | $80,976-1.8% |
| Participation rate | 80.2% | 69.2%+11.0pp | 83.6%-3.4pp | 68.3%+11.9pp |
| Annual return | 18.83% | 25.97%-7.1pp | 205.93%-187.1pp | 22.91%-4.1pp |
| Employer contribution / active EE | $1,622 | $1,642-1.2% | $5,433-70.2% | $2,402-32.5% |
| Participant deferral / active EE | $5,039 | $3,017+67.0% | $4,939+2.0% | $3,848+30.9% |
| Admin fee / account holder | $34 | $46-25.9% | $13,880-99.8% | $67-49.1% |