Filed June 30, 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 | $104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,769 | $75,828-75.2% | $147,614-87.3% | $59,632-68.5% |
| Participation rate | 46.2% | 71.6%-25.3pp | 84.6%-38.4pp | 68.7%-22.4pp |
| Annual return | 5.60% | 0.37%+5.2pp | 61.98%-56.4pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $670 | $3,485-80.8% | $5,564-88.0% | $2,203-69.6% |
| Participant deferral / active EE | $1,713 | $3,130-45.3% | $4,895-65.0% | $3,192-46.3% |
| Admin fee / account holder | $1 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |