Filed April 6, 2018 (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 | $750,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,898 | $48,464+15.3% | $90,951-38.5% | $106,222-47.4% |
| Participation rate | 22.5% | 53.1%-30.6pp | 69.0%-46.5pp | 70.8%-48.3pp |
| Annual return | 14.16% | 16.72%-2.6pp | 134.60%-120.4pp | 21.69%-7.5pp |
| Employer contribution / active EE | $7 | $939-99.3% | $2,122-99.7% | $2,723-99.7% |
| Participant deferral / active EE | $798 | $1,510-47.2% | $3,373-76.3% | $4,600-82.7% |
| Admin fee / account holder | $52 | $58-10.2% | $5,959-99.1% | $78-33.7% |