Filed December 8, 2016 (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 | $5,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,581 | $84,487-62.6% | $125,339-74.8% | $66,914-52.8% |
| Participation rate | 96.6% | 76.4%+20.1pp | 82.4%+14.2pp | 69.8%+26.7pp |
| Annual return | -18.50% | -8.39%-10.1pp | 572.05%-590.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,175 | $3,553-10.6% | $4,814-34.0% | $2,544+24.8% |
| Participant deferral / active EE | $6,649 | $6,781-2.0% | $7,446-10.7% | $4,237+56.9% |
| Admin fee / account holder | $32 | $685-95.3% | $10,010-99.7% | $593-94.6% |