Filed October 31, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $8,777 |
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 | $67,152 | $185,342-63.8% | $111,297-39.7% | $86,799-22.6% |
| Participation rate | 98.2% | 81.0%+17.2pp | 77.3%+20.9pp | 72.3%+25.9pp |
| Annual return | 12.89% | 500.80%-487.9pp | 54.65%-41.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $4,022 | $2,246+79.1% | $2,731+47.3% | $2,405+67.2% |
| Participant deferral / active EE | $3,867 | $4,458-13.3% | $4,487-13.8% | $4,131-6.4% |
| Admin fee / account holder | $18 | $255-93.0% | $7,964-99.8% | $170-89.4% |