Filed July 1, 2019
Total covered: 30 employees
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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169,243 | $95,388+77.4% | $125,339+35.0% | $77,904+117.2% |
| Participation rate | 96.4% | 78.6%+17.8pp | 82.4%+14.1pp | 73.7%+22.8pp |
| Annual return | -19.42% | 116.19%-135.6pp | 572.05%-591.5pp | 12.21%-31.6pp |
| Employer contribution / active EE | $5,008 | $3,666+36.6% | $4,814+4.0% | $2,848+75.9% |
| Participant deferral / active EE | $14,150 | $7,711+83.5% | $7,446+90.0% | $4,806+194.4% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |