Filed December 7, 2023
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 6-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 | $58,969 |
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 | $103,915 | $69,231+50.1% | $91,989+13.0% | $67,579+53.8% |
| Participation rate | 95.7% | 78.9%+16.8pp | 78.6%+17.1pp | 71.3%+24.4pp |
| Annual return | 0.00% | 32.03%-32.0pp | 69.02%-69.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $3,397 | $2,284+48.7% | $3,452-1.6% | $2,148+58.2% |
| Participant deferral / active EE | $10,912 | $5,854+86.4% | $5,923+84.2% | $3,539+208.3% |
| Admin fee / account holder | $50 | $107-53.0% | $7,743-99.3% | $142-64.5% |