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 | $217,115 |
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 | $95,534 | $42,504+124.8% | $159,960-40.3% | $77,904+22.6% |
| Participation rate | 80.1% | 66.9%+13.2pp | 78.0%+2.1pp | 73.7%+6.4pp |
| Annual return | -16.64% | -12.43%-4.2pp | 408.60%-425.2pp | 12.21%-28.8pp |
| Employer contribution / active EE | $4,292 | $1,684+154.9% | $4,226+1.6% | $2,848+50.7% |
| Participant deferral / active EE | $6,953 | $3,919+77.4% | $6,182+12.5% | $4,806+44.7% |
| Admin fee / account holder | $50 | $98-48.9% | $8,698-99.4% | $133-62.4% |