Filed December 1, 2015 (most recent of 3 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 | $376,447 |
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 | $123,093 | $152,104-19.1% | $184,203-33.2% | $106,382+15.7% |
| Participation rate | 98.9% | 85.9%+13.1pp | 86.8%+12.1pp | 69.9%+29.1pp |
| Annual return | 18.10% | 20.70%-2.6pp | 28.81%-10.7pp | 17.37%+0.7pp |
| Employer contribution / active EE | $8,108 | $5,326+52.2% | $6,427+26.1% | $3,364+141.0% |
| Participant deferral / active EE | $8,114 | $8,559-5.2% | $9,131-11.1% | $5,569+45.7% |
| Admin fee / account holder | $31 | $103-70.2% | $13,901-99.8% | $79-61.5% |