Filed March 5, 2021 (most recent of 5 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 | $181,471 |
Service code 14 · EIN 20-4751585 | Plan Administrator | $27,792 |
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 | $76,903 | $43,110+78.4% | $156,549-50.9% | $65,292+17.8% |
| Participation rate | 70.6% | 69.3%+1.3pp | 84.0%-13.4pp | 72.4%-1.8pp |
| Annual return | 8.12% | 11.24%-3.1pp | 32.23%-24.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $1,651 | $1,702-3.0% | $5,501-70.0% | $2,302-28.3% |
| Participant deferral / active EE | $3,663 | $2,520+45.4% | $4,871-24.8% | $3,579+2.4% |
| Admin fee / account holder | $26 | $47-43.9% | $13,027-99.8% | $57-53.8% |