Filed September 13, 2020
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 | $18,844 |
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 | $162,437 | $53,901+201.4% | $134,143+21.1% | $73,488+121.0% |
| Participation rate | 95.1% | 62.8%+32.3pp | 72.2%+23.0pp | 70.7%+24.5pp |
| Annual return | 23.40% | 15.82%+7.6pp | 36.33%-12.9pp | 28.51%-5.1pp |
| Employer contribution / active EE | $4,045 | $1,458+177.4% | $3,704+9.2% | $2,270+78.2% |
| Participant deferral / active EE | $9,367 | $2,739+242.0% | $3,499+167.7% | $3,740+150.5% |
| Admin fee / account holder | $130 | $581-77.7% | $6,684-98.1% | $513-74.7% |