Filed May 3, 2022 (most recent of 17 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 | $3,438 |
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 | $100,681 | $81,537+23.5% | $149,718-32.8% | $69,631+44.6% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.1%-5.5pp | 70.7%+10.9pp |
| Annual return | 26.16% | 22.79%+3.4pp | 1501.63%-1475.5pp | 27571.02%-27544.9pp |
| Employer contribution / active EE | $3,228 | $3,239-0.3% | $5,445-40.7% | $2,032+58.9% |
| Participant deferral / active EE | $11,281 | $4,994+125.9% | $6,569+71.7% | $3,224+249.9% |
| Admin fee / account holder | $4 | $107-96.5% | $11,283-100.0% | $110-96.6% |