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 | $386,821 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,477 | $141,493-43.8% | $75,696+5.0% | $106,520-25.4% |
| Participation rate | 95.3% | 65.2%+30.1pp | 74.8%+20.5pp | 71.3%+24.0pp |
| Annual return | 15.64% | 15.80%-0.2pp | 104.53%-88.9pp | 19.28%-3.6pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $6,462 | $4,740+36.3% | $3,821+69.1% | $4,948+30.6% |
| Admin fee / account holder | $20 | $40-50.5% | $3,619-99.4% | $75-73.2% |