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 | $20,364 |
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 | $214,860 | $70,115+206.4% | $70,515+204.7% | $80,160+168.0% |
| Participation rate | 99.0% | 71.7%+27.4pp | 68.3%+30.7pp | 72.9%+26.1pp |
| Annual return | 50.04% | 134.51%-84.5pp | 32.77%+17.3pp | 40.38%+9.7pp |
| Employer contribution / active EE | $9,926 | $3,021+228.6% | $2,973+233.8% | $2,978+233.3% |
| Participant deferral / active EE | $7,762 | $4,495+72.7% | $4,567+70.0% | $5,017+54.7% |
| Admin fee / account holder | -$7 | $112-106.3% | $6,412-100.1% | $145-104.9% |