Filed January 10, 2022
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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.
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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 | $45,855 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $35,178 |
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 | $58,446 | $54,193+7.8% | $93,606-37.6% | $77,643-24.7% |
| Participation rate | 93.7% | 63.9%+29.8pp | 68.7%+25.0pp | 70.6%+23.2pp |
| Annual return | 16.73% | 30.54%-13.8pp | 133.20%-116.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,411 | $1,168+106.4% | $2,420-0.4% | $2,726-11.6% |
| Participant deferral / active EE | $5,868 | $3,144+86.6% | $4,411+33.0% | $4,647+26.3% |
| Admin fee / account holder | $268 | $576-53.4% | $8,285-96.8% | $430-37.7% |