Filed February 24, 2023 (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 | $9,138 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,548 | $88,515+20.4% | $162,163-34.3% | $67,579+57.7% |
| Participation rate | 96.6% | 86.8%+9.8pp | 87.6%+9.1pp | 71.3%+25.3pp |
| Annual return | -6.45% | 27.04%-33.5pp | 115.59%-122.0pp | 378.56%-385.0pp |
| Employer contribution / active EE | $4,112 | $3,563+15.4% | $5,614-26.7% | $2,148+91.5% |
| Participant deferral / active EE | $9,961 | $5,724+74.0% | $7,298+36.5% | $3,539+181.4% |
| Admin fee / account holder | $12 | $124-90.4% | $10,843-99.9% | $142-91.6% |