Filed June 19, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,669 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,725 | $122,693-24.4% | $184,203-49.7% | $199,593-53.5% |
| Participation rate | 96.8% | 86.8%+10.0pp | 86.8%+10.0pp | 72.0%+24.9pp |
| Annual return | 16.34% | 143.91%-127.6pp | 28.81%-12.5pp | 34.25%-17.9pp |
| Employer contribution / active EE | $4,383 | $4,584-4.4% | $6,427-31.8% | $3,034+44.4% |
| Participant deferral / active EE | $9,786 | $7,990+22.5% | $9,131+7.2% | $5,087+92.4% |
| Admin fee / account holder | $102 | $121-15.2% | $13,901-99.3% | $269-62.0% |