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 | $13,406 |
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 | $60,207 | $72,254-16.7% | $86,677-30.5% | $64,808-7.1% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.4pp | 71.5%+24.5pp |
| Annual return | -16.20% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $4,273 | $2,393+78.6% | $2,836+50.6% | $2,506+70.5% |
| Participant deferral / active EE | $4,333 | $4,658-7.0% | $4,656-6.9% | $4,310+0.5% |
| Admin fee / account holder | $28 | $174-84.1% | $7,493-99.6% | $188-85.3% |