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 | $7,269 |
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 | $106,767 | $65,435+63.2% | $86,677+23.2% | $66,914+59.6% |
| Participation rate | 88.5% | 75.5%+13.0pp | 76.6%+11.9pp | 69.8%+18.7pp |
| Annual return | -15.96% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $5,224 | $2,153+142.6% | $2,836+84.2% | $2,544+105.3% |
| Participant deferral / active EE | $7,445 | $4,100+81.6% | $4,656+59.9% | $4,237+75.7% |
| Admin fee / account holder | $27 | $642-95.8% | $7,493-99.6% | $593-95.5% |