Filed January 15, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,056 |
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 | $127,145 | $80,753+57.4% | $136,294-6.7% | $62,292+104.1% |
| Participation rate | 89.9% | 73.5%+16.3pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 22.21% | 35.83%-13.6pp | 5155.94%-5133.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $7,010 | $2,884+143.1% | $4,695+49.3% | $2,042+243.3% |
| Participant deferral / active EE | $8,246 | $5,164+59.7% | $6,247+32.0% | $3,169+160.2% |
| Admin fee / account holder | $22 | $525-95.9% | $9,243-99.8% | $479-95.5% |