Filed December 2, 2022 (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 | $478,153 |
Filed as: FIDUCIARY PARTNERS RETIREMENT GROU Service code 16 · EIN 51-0595589 | Consulting | $32,697 |
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 | $27,999 | $48,835-42.7% | $170,442-83.6% | $177,276-84.2% |
| Participation rate | 96.2% | 72.1%+24.1pp | 83.6%+12.6pp | 74.8%+21.3pp |
| Annual return | 17.61% | 19.44%-1.8pp | 205.93%-188.3pp | 21.25%-3.6pp |
| Employer contribution / active EE | $876 | $1,798-51.3% | $5,433-83.9% | $2,479-64.7% |
| Participant deferral / active EE | $4,015 | $2,757+45.6% | $4,939-18.7% | $3,881+3.5% |
| Admin fee / account holder | $82 | $52+57.0% | $13,880-99.4% | $154-47.1% |