Filed March 25, 2021 (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 | $363,381 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $177,649 |
FARBER HASS HURLEY LLP8+ years Service code 10 · EIN 20-4207759 | Accounting | $18,163 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,053 | $45,000+93.4% | $143,757-39.4% | $77,904+11.7% |
| Participation rate | 91.4% | 66.8%+24.5pp | 80.3%+11.0pp | 73.7%+17.7pp |
| Annual return | -16.85% | 29.03%-45.9pp | -0.04%-16.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,345 | $1,870+25.4% | $4,951-52.6% | $2,848-17.7% |
| Participant deferral / active EE | $7,104 | $3,157+125.1% | $5,637+26.0% | $4,806+47.8% |
| Admin fee / account holder | $150 | $98+52.0% | $14,673-99.0% | $133+12.9% |