Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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 | -$18,388 |
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 | $84,543 | $68,413+23.6% | $123,104-31.3% | $55,191+53.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 86.8%+5.6pp | 69.2%+23.2pp |
| Annual return | 1.49% | 6.30%-4.8pp | 13.22%-11.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,633 | $3,050-46.4% | $5,151-68.3% | $1,899-14.0% |
| Participant deferral / active EE | $4,048 | $4,490-9.9% | $6,230-35.0% | $3,046+32.9% |
| Admin fee / account holder | $3 | $88-97.1% | $9,015-100.0% | $91-97.2% |