Filed November 18, 2021
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 4-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 | $22,085 |
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 | $51,939 | $71,516-27.4% | $98,439-47.2% | $71,457-27.3% |
| Participation rate | 89.7% | 72.7%+17.0pp | 75.2%+14.6pp | 67.9%+21.8pp |
| Annual return | 37.43% | 32.41%+5.0pp | 21.16%+16.3pp | 28.85%+8.6pp |
| Employer contribution / active EE | $4,953 | $2,399+106.5% | $3,048+62.5% | $2,588+91.4% |
| Participant deferral / active EE | $12,211 | $4,109+197.2% | $4,738+157.7% | $4,289+184.7% |
| Admin fee / account holder | $140 | $1,675-91.6% | $8,948-98.4% | $1,587-91.2% |