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 | $276 |
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 | $28,990 | $52,953-45.3% | $172,739-83.2% | $65,185-55.5% |
| Participation rate | 43.7% | 66.2%-22.5pp | 82.6%-39.0pp | 70.2%-26.5pp |
| Annual return | 24.91% | 30.12%-5.2pp | 802.84%-777.9pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,043 | $2,190-52.3% | $5,143-79.7% | $2,177-52.1% |
| Participant deferral / active EE | $2,515 | $2,471+1.8% | $5,198-51.6% | $3,514-28.4% |
| Admin fee / account holder | $2 | $472-99.5% | $13,954-100.0% | $847-99.7% |