Filed May 24, 2016
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,010 |
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 | $208,688 | $106,028+96.8% | $146,958+42.0% | $77,643+168.8% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 17.94% | 56.73%-38.8pp | 418.34%-400.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $21,710 | $4,063+434.3% | $4,933+340.1% | $2,726+696.5% |
| Participant deferral / active EE | $25,142 | $7,990+214.7% | $8,070+211.5% | $4,647+441.0% |
| Admin fee / account holder | $5 | $337-98.5% | $12,998-100.0% | $430-98.8% |