Filed April 28, 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 | $23,820 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $17,771 |
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 | $197,762 | $78,485+152.0% | $106,213+86.2% | $74,495+165.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 15.66% | 15.95%-0.3pp | 116.14%-100.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $9,068 | $2,523+259.5% | $3,171+185.9% | $2,623+245.7% |
| Participant deferral / active EE | $11,984 | $4,322+177.2% | $5,016+138.9% | $4,346+175.8% |
| Admin fee / account holder | $194 | $2,232-91.3% | $11,033-98.2% | $1,942-90.0% |