Filed June 13, 2017
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 | $89,308 |
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 | $157,142 | $167,950-6.4% | $112,887+39.2% | $80,160+96.0% |
| Participation rate | 94.9% | 94.5%+0.3pp | 80.5%+14.4pp | 72.9%+21.9pp |
| Annual return | 16.63% | 18.78%-2.1pp | 34.10%-17.5pp | 40.38%-23.7pp |
| Employer contribution / active EE | $4,193 | $6,272-33.1% | $4,563-8.1% | $2,978+40.8% |
| Participant deferral / active EE | $9,403 | $9,857-4.6% | $6,513+44.4% | $5,017+87.4% |
| Admin fee / account holder | $88 | $104-15.4% | $7,047-98.8% | $145-39.5% |