Filed October 31, 2016
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 9-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 | -$15,205 |
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 | $118,797 | $100,801+17.9% | $149,696-20.6% | $73,409+61.8% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.5%+16.6pp | 72.2%+26.9pp |
| Annual return | 28.13% | 265.34%-237.2pp | 276.60%-248.5pp | 59.29%-31.2pp |
| Employer contribution / active EE | $12,596 | $3,312+280.4% | $4,644+171.2% | $2,234+463.9% |
| Participant deferral / active EE | $14,421 | $6,404+125.2% | $6,842+110.8% | $3,805+279.0% |
| Admin fee / account holder | -$27 | $181-115.0% | $9,309-100.3% | $158-117.2% |