Filed December 22, 2017
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 | $31,179 |
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 | $88,735 | $99,957-11.2% | $149,696-40.7% | $73,488+20.7% |
| Participation rate | 87.1% | 75.7%+11.3pp | 82.5%+4.6pp | 70.7%+16.4pp |
| Annual return | 21.83% | 53.87%-32.0pp | 276.60%-254.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,042 | $3,191-36.0% | $4,644-56.0% | $2,270-10.0% |
| Participant deferral / active EE | $8,173 | $6,073+34.6% | $6,842+19.5% | $3,740+118.6% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-72.0% |