Filed August 25, 2020 (most recent of 10 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 | $22,208 |
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 | $66,829 | $80,177-16.6% | $123,892-46.1% | $57,658+15.9% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 10.11% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $3,267 | $2,913+12.2% | $4,617-29.2% | $1,974+65.5% |
| Participant deferral / active EE | $8,146 | $5,130+58.8% | $5,984+36.1% | $3,061+166.1% |
| Admin fee / account holder | $28 | $106-74.1% | $8,357-99.7% | $95-70.8% |