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 | $89,159 |
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 | $136,005 | $130,141+4.5% | $86,677+56.9% | $77,904+74.6% |
| Participation rate | 81.7% | 85.9%-4.2pp | 76.6%+5.1pp | 73.7%+8.0pp |
| Annual return | -16.86% | -12.75%-4.1pp | 35.91%-52.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,975 | $3,220+23.4% | $2,836+40.1% | $2,848+39.6% |
| Participant deferral / active EE | $7,653 | $5,757+32.9% | $4,656+64.4% | $4,806+59.2% |
| Admin fee / account holder | $52 | $132-60.2% | $7,493-99.3% | $133-60.4% |