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 | -$13,379 |
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 | $122,687 | $95,776+28.1% | $162,163-24.3% | $77,787+57.7% |
| Participation rate | 87.0% | 88.6%-1.6pp | 87.6%-0.5pp | 73.2%+13.8pp |
| Annual return | 31.73% | 37.03%-5.3pp | 115.59%-83.9pp | 32.57%-0.8pp |
| Employer contribution / active EE | $3,661 | $3,874-5.5% | $5,614-34.8% | $2,504+46.2% |
| Participant deferral / active EE | $12,756 | $6,125+108.2% | $7,298+74.8% | $3,967+221.5% |
| Admin fee / account holder | -$11 | $88-113.1% | $10,843-100.1% | $100-111.5% |