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 | $303,684 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,269 | $48,592+102.2% | $185,823-47.1% | $90,288+8.8% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.0%+8.2pp | 73.4%+12.9pp |
| Annual return | 13.28% | 68.51%-55.2pp | 35.95%-22.7pp | 53.97%-40.7pp |
| Employer contribution / active EE | $4,716 | $1,389+239.4% | $4,087+15.4% | $2,524+86.8% |
| Participant deferral / active EE | $7,891 | $3,463+127.9% | $5,632+40.1% | $4,232+86.5% |
| Admin fee / account holder | $70 | $77-10.3% | $9,500-99.3% | $114-39.0% |