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 | $97,498 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,156 | $112,686+34.1% | $169,993-11.1% | $80,160+88.6% |
| Participation rate | 88.5% | 87.4%+1.1pp | 87.0%+1.5pp | 72.9%+15.5pp |
| Annual return | 27.60% | 67.04%-39.4pp | 53.37%-25.8pp | 40.38%-12.8pp |
| Employer contribution / active EE | $3,551 | $4,481-20.8% | $6,785-47.7% | $2,978+19.3% |
| Participant deferral / active EE | $16,635 | $7,876+111.2% | $10,408+59.8% | $5,017+231.6% |
| Admin fee / account holder | $47 | $99-52.5% | $12,815-99.6% | $145-67.5% |