Filed April 26, 2021
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 | $775 |
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 | $69,738 | $136,307-48.8% | $177,821-60.8% | $73,488-5.1% |
| Participation rate | 82.8% | 86.1%-3.3pp | 87.7%-4.9pp | 70.7%+12.2pp |
| Annual return | 18.83% | 18.68%+0.2pp | 48.32%-29.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,667 | $3,712-55.1% | $5,918-71.8% | $2,270-26.6% |
| Participant deferral / active EE | $3,484 | $5,829-40.2% | $7,714-54.8% | $3,740-6.8% |
| Admin fee / account holder | $6 | $596-98.9% | $12,427-99.9% | $513-98.8% |