Filed December 18, 2018 (most recent of 4 filings on file)
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 10-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 | $412,535 |
Service code 10 · EIN 86-0568468 | Accounting | $168,208 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $11,130 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,378 | $67,228-26.6% | $117,854-58.1% | $77,958-36.7% |
| Participation rate | 89.6% | 79.4%+10.2pp | 79.7%+10.0pp | 71.6%+18.0pp |
| Annual return | 17.06% | 19.13%-2.1pp | 335.08%-318.0pp | 20.87%-3.8pp |
| Employer contribution / active EE | $3,029 | $2,211+37.0% | $3,786-20.0% | $2,310+31.1% |
| Participant deferral / active EE | $4,126 | $3,653+13.0% | $4,482-7.9% | $3,537+16.7% |
| Admin fee / account holder | $125 | $76+64.6% | $8,020-98.4% | $97+28.1% |