Filed September 28, 2017 (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 | $6,696 |
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 | $130,244 | $84,936+53.3% | $111,297+17.0% | $79,386+64.1% |
| Participation rate | 85.8% | 75.9%+9.9pp | 77.3%+8.5pp | 70.7%+15.1pp |
| Annual return | 13.57% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $4,721 | $1,979+138.5% | $2,731+72.8% | $2,427+94.5% |
| Participant deferral / active EE | $6,809 | $3,888+75.1% | $4,487+51.8% | $4,046+68.3% |
| Admin fee / account holder | $25 | $537-95.3% | $7,964-99.7% | $626-96.0% |