Filed January 3, 2020
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 | $1,119 |
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 | $93,132 | $64,909+43.5% | $82,313+13.1% | $62,292+49.5% |
| Participation rate | 81.2% | 74.9%+6.3pp | 76.9%+4.3pp | 69.5%+11.7pp |
| Annual return | 19.53% | 21.18%-1.7pp | 25.88%-6.3pp | 28.90%-9.4pp |
| Employer contribution / active EE | $5,114 | $1,676+205.1% | $2,428+110.6% | $2,042+150.4% |
| Participant deferral / active EE | $7,090 | $3,103+128.4% | $3,706+91.3% | $3,169+123.7% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.2% |