Filed March 15, 2016 (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 7-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 | $1,465 |
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 | $112,955 | $100,041+12.9% | $149,718-24.6% | $70,131+61.1% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.1%+6.4pp | 69.5%+24.0pp |
| Annual return | 20.57% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,217 | $3,662+42.5% | $5,445-4.2% | $2,342+122.7% |
| Participant deferral / active EE | $8,330 | $4,983+67.2% | $6,569+26.8% | $3,332+150.0% |
| Admin fee / account holder | $25 | $8,286-99.7% | $11,283-99.8% | $4,645-99.5% |