Filed April 4, 2019 (most recent of 3 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 | $28,001 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,125 | $79,519-25.6% | $95,952-38.4% | $73,409-19.5% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 18.82% | 19.20%-0.4pp | 91.61%-72.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,467 | $2,048-28.3% | $2,541-42.2% | $2,234-34.3% |
| Participant deferral / active EE | $4,114 | $4,138-0.6% | $4,167-1.3% | $3,805+8.1% |
| Admin fee / account holder | $102 | $184-44.8% | $6,795-98.5% | $158-35.6% |