Filed October 4, 2021 (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 | $4,776 |
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 | $103,804 | $98,982+4.9% | $162,163-36.0% | $65,185+59.2% |
| Participation rate | 90.5% | 85.8%+4.8pp | 87.6%+3.0pp | 70.2%+20.3pp |
| Annual return | 24.80% | 24.84%0pp | 115.59%-90.8pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,981 | $3,467+14.8% | $5,614-29.1% | $2,177+82.9% |
| Participant deferral / active EE | $4,894 | $5,384-9.1% | $7,298-32.9% | $3,514+39.3% |
| Admin fee / account holder | $17 | $596-97.2% | $10,843-99.8% | $847-98.0% |