Filed January 29, 2018 (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 | $5,920 |
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 | $52,642 | $81,537-35.4% | $149,718-64.8% | $69,631-24.4% |
| Participation rate | 61.1% | 86.1%-25.0pp | 87.1%-26.0pp | 70.7%-9.6pp |
| Annual return | 21.68% | 22.79%-1.1pp | 1501.63%-1479.9pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $1,454 | $3,239-55.1% | $5,445-73.3% | $2,032-28.5% |
| Participant deferral / active EE | $3,482 | $4,994-30.3% | $6,569-47.0% | $3,224+8.0% |
| Admin fee / account holder | $25 | $107-76.2% | $11,283-99.8% | $110-77.0% |