Filed April 25, 2019
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 | $2,975 |
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 | $55,722 | $155,795-64.2% | $136,294-59.1% | $69,631-20.0% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 21.12% | 232464.33%-232443.2pp | 5155.94%-5134.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $1,611 | $2,991-46.1% | $4,695-65.7% | $2,032-20.7% |
| Participant deferral / active EE | $6,067 | $5,394+12.5% | $6,247-2.9% | $3,224+88.2% |
| Admin fee / account holder | $8 | $128-93.8% | $9,243-99.9% | $110-92.8% |