Filed March 15, 2019
See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 | $1,487 |
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 | $58,340 | $46,292+26.0% | $143,757-59.4% | $64,808-10.0% |
| Participation rate | 77.6% | 64.2%+13.3pp | 80.3%-2.7pp | 71.5%+6.1pp |
| Annual return | -16.91% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,858 | $1,910+49.6% | $4,951-42.3% | $2,506+14.0% |
| Participant deferral / active EE | $4,277 | $2,646+61.7% | $5,637-24.1% | $4,310-0.8% |
| Admin fee / account holder | $3 | $154-98.2% | $14,673-100.0% | $188-98.5% |