Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 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 | $188,575 |
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 | $182,481 | $80,211+127.5% | $74,183+146.0% | $63,975+185.2% |
| Participation rate | 95.2% | 84.2%+11.0pp | 76.6%+18.5pp | 71.1%+24.0pp |
| Annual return | 26.20% | 14.13%+12.1pp | 17.74%+8.5pp | 48.65%-22.5pp |
| Employer contribution / active EE | $10,663 | $2,553+317.6% | $2,370+349.9% | $2,182+388.7% |
| Participant deferral / active EE | $7,525 | $4,370+72.2% | $3,550+112.0% | $3,356+124.2% |
| Admin fee / account holder | $31 | $67-53.6% | $5,586-99.4% | $70-55.8% |