Filed December 18, 2014 (most recent of 3 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 | $3,056 |
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 | $83,719 | $42,772+95.7% | $87,507-4.3% | $55,167+51.8% |
| Participation rate | 76.1% | 66.5%+9.6pp | 73.8%+2.3pp | 69.0%+7.1pp |
| Annual return | 7.67% | 21.20%-13.5pp | 12.21%-4.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,823 | $1,277+42.8% | $2,550-28.5% | $1,963-7.1% |
| Participant deferral / active EE | $5,663 | $2,342+141.8% | $3,149+79.9% | $3,054+85.4% |
| Admin fee / account holder | $17 | $461-96.3% | $4,221-99.6% | $504-96.6% |