Filed February 28, 2022 (most recent of 2 filings on file)
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 | $42,404 |
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 | $168,443 | $176,491-4.6% | $95,952+75.5% | $90,288+86.6% |
| Participation rate | 85.8% | 86.6%-0.7pp | 77.1%+8.8pp | 73.4%+12.5pp |
| Annual return | 16.25% | 20.14%-3.9pp | 91.61%-75.4pp | 53.97%-37.7pp |
| Employer contribution / active EE | $4,183 | $2,789+50.0% | $2,541+64.6% | $2,524+65.7% |
| Participant deferral / active EE | $7,998 | $5,340+49.8% | $4,167+91.9% | $4,232+89.0% |
| Admin fee / account holder | $30 | $154-80.7% | $6,795-99.6% | $114-74.0% |