Filed January 29, 2025
Total covered: 10 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 | $18,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,773 | $65,223-25.2% | $80,019-39.0% | $55,725-12.5% |
| Participation rate | 82.6% | 80.6%+2.0pp | 75.8%+6.7pp | 70.9%+11.7pp |
| Annual return | -0.70% | 7.59%-8.3pp | 11.22%-11.9pp | 244.93%-245.6pp |
| Employer contribution / active EE | $3,681 | $2,544+44.7% | $2,468+49.2% | $2,078+77.1% |
| Participant deferral / active EE | $8,571 | $3,881+120.9% | $3,686+132.5% | $3,356+155.4% |
| Admin fee / account holder | $62 | $114-45.6% | $6,521-99.0% | $115-46.0% |