Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
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 | $1,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,163 | $56,485+3.0% | $185,823-68.7% | $86,799-33.0% |
| Participation rate | 53.9% | 65.5%-11.6pp | 81.7%-27.8pp | 72.3%-18.4pp |
| Annual return | 13.59% | 118.04%-104.4pp | 122.05%-108.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $1,630 | $1,843-11.5% | $5,167-68.5% | $2,405-32.2% |
| Participant deferral / active EE | $3,211 | $2,553+25.8% | $5,568-42.3% | $4,131-22.3% |
| Admin fee / account holder | $5 | $150-96.5% | $16,237-100.0% | $170-96.9% |