Filed January 5, 2022
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 | -$4,917 |
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 | $110,121 | $155,795-29.3% | $136,294-19.2% | $69,631+58.1% |
| Participation rate | 91.6% | 75.2%+16.4pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 18.46% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $4,623 | $2,991+54.6% | $4,695-1.5% | $2,032+127.5% |
| Participant deferral / active EE | $14,374 | $5,394+166.5% | $6,247+130.1% | $3,224+345.9% |
| Admin fee / account holder | -$17 | $128-113.4% | $9,243-100.2% | $110-115.5% |