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 | $3,850 |
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 | $51,718 | $75,388-31.4% | $123,544-58.1% | $55,725-7.2% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.3%+15.2pp | 70.9%+26.6pp |
| Annual return | -4.97% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,647 | $3,063-46.2% | $4,628-64.4% | $2,078-20.7% |
| Participant deferral / active EE | $6,199 | $5,651+9.7% | $6,426-3.5% | $3,356+84.7% |
| Admin fee / account holder | $11 | $120-90.5% | $9,284-99.9% | $115-90.1% |