Filed November 2, 2023 (most recent of 2 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 | $6,844 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,254 | $36,916+22.6% | $156,549-71.1% | $57,658-21.5% |
| Participation rate | 79.9% | 63.4%+16.5pp | 84.0%-4.1pp | 70.2%+9.7pp |
| Annual return | 7.76% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $2,682 | $1,571+70.8% | $5,501-51.2% | $1,974+35.9% |
| Participant deferral / active EE | $1,666 | $1,926-13.5% | $4,871-65.8% | $3,061-45.6% |
| Admin fee / account holder | $11 | $82-86.4% | $13,027-99.9% | $95-88.1% |