Filed January 11, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $489,256 |
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 | $133,256 | $88,730+50.2% | $82,313+61.9% | $77,958+70.9% |
| Participation rate | 94.5% | 84.5%+10.0pp | 76.9%+17.6pp | 71.6%+22.9pp |
| Annual return | 23.21% | 20.88%+2.3pp | 25.88%-2.7pp | 20.87%+2.3pp |
| Employer contribution / active EE | $6,221 | $2,758+125.6% | $2,428+156.2% | $2,310+169.3% |
| Participant deferral / active EE | $4,602 | $4,634-0.7% | $3,706+24.2% | $3,537+30.1% |
| Admin fee / account holder | $110 | $74+48.9% | $5,608-98.0% | $97+13.1% |