Filed February 25, 2022
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 | -$19,490 |
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 | $113,438 | $85,135+33.2% | $98,907+14.7% | $73,409+54.5% |
| Participation rate | 96.1% | 81.1%+15.0pp | 76.0%+20.1pp | 72.2%+23.9pp |
| Annual return | 17.11% | 19.14%-2.0pp | 196.43%-179.3pp | 59.29%-42.2pp |
| Employer contribution / active EE | $3,553 | $2,721+30.6% | $2,689+32.1% | $2,234+59.1% |
| Participant deferral / active EE | $6,302 | $4,349+44.9% | $4,244+48.5% | $3,805+65.6% |
| Admin fee / account holder | $10 | $139-92.6% | $6,642-99.8% | $158-93.5% |