Filed July 2, 2021
Total covered: 59 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 8-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 | $186,141 |
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 | $64,501 | $68,904-6.4% | $169,463-61.9% | $68,904-6.4% |
| Participation rate | 75.1% | 74.1%+1.0pp | 77.8%-2.7pp | 74.1%+1.0pp |
| Annual return | -4.11% | 1.07%-5.2pp | 1.83%-5.9pp | 1.07%-5.2pp |
| Employer contribution / active EE | $3,129 | $2,540+23.2% | $4,159-24.8% | $2,540+23.2% |
| Participant deferral / active EE | $4,832 | $4,015+20.3% | $5,277-8.4% | $4,015+20.3% |
| Admin fee / account holder | $40 | $71-43.9% | $9,109-99.6% | $71-43.9% |