Filed March 24, 2021 (most recent of 3 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 | $23,167 |
ROGERS & KING1 year Service code 10 · EIN 26-4369558 | Accounting | $7,665 |
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 | $66,497 | $85,766-22.5% | $136,294-51.2% | $70,131-5.2% |
| Participation rate | 96.5% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 14.44% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,929 | $2,966-35.0% | $4,695-58.9% | $2,342-17.7% |
| Participant deferral / active EE | $6,412 | $5,051+26.9% | $6,247+2.6% | $3,332+92.5% |
| Admin fee / account holder | $286 | $5,420-94.7% | $9,243-96.9% | $4,645-93.9% |