Filed January 4, 2018 (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 | $9,796 |
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 | $37,948 | $45,382-16.4% | $154,107-75.4% | $75,289-49.6% |
| Participation rate | 89.2% | 65.9%+23.3pp | 83.0%+6.2pp | 72.4%+16.8pp |
| Annual return | -5.56% | -0.47%-5.1pp | 735.12%-740.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $967 | $1,533-36.9% | $5,298-81.8% | $2,405-59.8% |
| Participant deferral / active EE | $3,432 | $2,384+43.9% | $5,081-32.5% | $3,739-8.2% |
| Admin fee / account holder | $3 | $89-97.0% | $13,411-100.0% | $102-97.4% |