Filed September 18, 2019 (most recent of 4 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 | -$88,732 |
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 | $215,624 | $63,321+240.5% | $68,791+213.4% | $77,904+176.8% |
| Participation rate | 99.5% | 71.1%+28.4pp | 69.0%+30.5pp | 73.7%+25.8pp |
| Annual return | -6.79% | -6.50%-0.3pp | -6.38%-0.4pp | 12.21%-19.0pp |
| Employer contribution / active EE | $11,732 | $2,794+319.9% | $2,655+341.8% | $2,848+312.0% |
| Participant deferral / active EE | $10,361 | $4,029+157.1% | $3,941+162.9% | $4,806+115.6% |
| Admin fee / account holder | -$20 | $104-119.1% | $4,932-100.4% | $133-115.0% |