Filed October 25, 2019 (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 | $15,120 |
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 | $42,614 | $80,177-46.9% | $123,892-65.6% | $57,658-26.1% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 11.85% | 17.90%-6.1pp | 47.52%-35.7pp | 5.13%+6.7pp |
| Employer contribution / active EE | $4,717 | $2,913+61.9% | $4,617+2.2% | $1,974+139.0% |
| Participant deferral / active EE | $3,984 | $5,130-22.3% | $5,984-33.4% | $3,061+30.2% |
| Admin fee / account holder | $24 | $106-77.0% | $8,357-99.7% | $95-74.2% |