Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 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 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 | $105,647 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,687 | $48,835+30.4% | $170,442-62.6% | $177,276-64.1% |
| Participation rate | 98.7% | 72.1%+26.6pp | 83.6%+15.1pp | 74.8%+23.8pp |
| Annual return | 20.75% | 19.44%+1.3pp | 205.93%-185.2pp | 21.25%-0.5pp |
| Employer contribution / active EE | $3,727 | $1,798+107.3% | $5,433-31.4% | $2,479+50.4% |
| Participant deferral / active EE | $4,297 | $2,757+55.9% | $4,939-13.0% | $3,881+10.7% |
| Admin fee / account holder | $11 | $52-79.0% | $13,880-99.9% | $154-92.9% |