Filed April 26, 2021 (most recent of 4 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 | $68,468 |
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 | $194,574 | $107,459+81.1% | $135,903+43.2% | $80,160+142.7% |
| Participation rate | 85.4% | 78.0%+7.4pp | 81.9%+3.5pp | 72.9%+12.5pp |
| Annual return | 50.68% | 91.91%-41.2pp | 68.23%-17.6pp | 40.38%+10.3pp |
| Employer contribution / active EE | $6,431 | $3,877+65.9% | $4,856+32.4% | $2,978+116.0% |
| Participant deferral / active EE | $8,270 | $8,195+0.9% | $7,758+6.6% | $5,017+64.8% |
| Admin fee / account holder | $5 | $127-96.4% | $10,762-100.0% | $145-96.9% |