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 | $1,750 |
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 | $73,178 | $111,608-34.4% | $177,821-58.8% | $73,409-0.3% |
| Participation rate | 75.1% | 87.9%-12.8pp | 87.7%-12.6pp | 72.2%+2.9pp |
| Annual return | 27.19% | 18.23%+9.0pp | 48.32%-21.1pp | 59.29%-32.1pp |
| Employer contribution / active EE | $2,300 | $3,796-39.4% | $5,918-61.1% | $2,234+3.0% |
| Participant deferral / active EE | $5,068 | $6,199-18.3% | $7,714-34.3% | $3,805+33.2% |
| Admin fee / account holder | $6 | $166-96.3% | $12,427-100.0% | $158-96.1% |