Filed April 4, 2018
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 | $118,302 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,986 | $52,293+41.5% | $178,490-58.5% | $73,409+0.8% |
| Participation rate | 96.9% | 65.3%+31.6pp | 81.9%+15.0pp | 72.2%+24.8pp |
| Annual return | 13.12% | 34.75%-21.6pp | 151.07%-138.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,906 | $2,332+67.5% | $5,202-24.9% | $3,805+2.6% |
| Admin fee / account holder | $119 | $127-6.5% | $13,984-99.1% | $158-24.5% |