Filed November 27, 2024 (most recent of 9 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 | $3,931 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,347 | $71,802-59.1% | $133,980-78.1% | $57,658-49.1% |
| Participation rate | 92.4% | 85.5%+7.0pp | 87.1%+5.4pp | 70.2%+22.2pp |
| Annual return | 8.42% | 13.51%-5.1pp | 29.30%-20.9pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,063 | $3,161-34.8% | $5,211-60.4% | $1,974+4.5% |
| Participant deferral / active EE | $3,202 | $4,606-30.5% | $6,282-49.0% | $3,061+4.6% |
| Admin fee / account holder | $15 | $88-83.3% | $9,324-99.8% | $95-84.5% |