Filed April 1, 2022 (most recent of 3 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 | -$59,055 |
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 | $53,297 | $46,969+13.5% | $154,107-65.4% | $73,367-27.4% |
| Participation rate | 85.0% | 72.4%+12.6pp | 83.0%+2.0pp | 69.5%+15.5pp |
| Annual return | -5.01% | 821.68%-826.7pp | 735.12%-740.1pp | 173.45%-178.5pp |
| Employer contribution / active EE | $2,375 | $1,723+37.8% | $5,298-55.2% | $2,499-5.0% |
| Participant deferral / active EE | $3,351 | $3,162+6.0% | $5,081-34.0% | $4,033-16.9% |
| Admin fee / account holder | -$6 | $47-112.3% | $13,411-100.0% | $68-108.4% |