Filed August 8, 2019
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 | $24,357 |
COOK STREET CONSULTING2+ years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $20,600 |
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 | $35,639 | $32,085+11.1% | $40,145,923-99.9% | $57,658-38.2% |
| Participation rate | 90.0% | 66.0%+24.0pp | 68.4%+21.6pp | 70.2%+19.7pp |
| Annual return | 11.52% | 9.60%+1.9pp | 5.24%+6.3pp | 5.13%+6.4pp |
| Employer contribution / active EE | $694 | $1,179-41.1% | $1,844-62.4% | $1,974-64.8% |
| Participant deferral / active EE | $3,718 | $1,957+90.0% | $2,591+43.5% | $3,061+21.5% |
| Admin fee / account holder | $221 | $75+193.9% | $2,903-92.4% | $95+133.5% |