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 | $230,453 |
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 | $111,940 | $53,512+109.2% | $189,557-40.9% | $93,030+20.3% |
| Participation rate | 81.3% | 67.3%+14.1pp | 78.4%+2.9pp | 73.9%+7.4pp |
| Annual return | 16.05% | 20.32%-4.3pp | 64.17%-48.1pp | 158.70%-142.7pp |
| Employer contribution / active EE | $4,072 | $1,429+184.9% | $4,412-7.7% | $2,706+50.5% |
| Participant deferral / active EE | $6,562 | $3,748+75.1% | $6,174+6.3% | $4,562+43.8% |
| Admin fee / account holder | $52 | $95-45.3% | $9,807-99.5% | $152-65.7% |