Filed December 16, 2015 (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 | $369,510 |
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 | $74,122 | $129,352-42.7% | $70,449+5.2% | $106,222-30.2% |
| Participation rate | 99.3% | 73.1%+26.2pp | 75.1%+24.2pp | 70.8%+28.5pp |
| Annual return | 15.57% | 13.88%+1.7pp | 109.03%-93.5pp | 21.69%-6.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,737-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $6,095 | $4,597+32.6% | $3,709+64.3% | $4,600+32.5% |
| Admin fee / account holder | $21 | $37-43.6% | $3,845-99.5% | $78-73.6% |