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 | $416,395 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $12,000 |
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 | $71,229 | $46,969+51.7% | $154,107-53.8% | $73,367-2.9% |
| Participation rate | 81.3% | 72.4%+8.9pp | 83.0%-1.7pp | 69.5%+11.9pp |
| Annual return | -4.69% | 821.68%-826.4pp | 735.12%-739.8pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,635 | $1,723-5.1% | $5,298-69.1% | $2,499-34.6% |
| Participant deferral / active EE | $5,229 | $3,162+65.4% | $5,081+2.9% | $4,033+29.7% |
| Admin fee / account holder | $31 | $47-34.3% | $13,411-99.8% | $68-55.2% |