Filed November 30, 2023 (most recent of 2 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 | $838 |
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 | $196,915 | $121,341+62.3% | $189,513+3.9% | $79,386+148.0% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.27% | 21.08%-5.8pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $8,938 | $3,915+128.3% | $6,162+45.1% | $2,427+268.2% |
| Participant deferral / active EE | $5,973 | $6,395-6.6% | $8,221-27.3% | $4,046+47.7% |
| Admin fee / account holder | $10 | $651-98.5% | $12,045-99.9% | $626-98.5% |