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 | $39,381 |
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 | $243,756 | $96,188+153.4% | $75,972+220.8% | $99,062+146.1% |
| Participation rate | 99.4% | 72.7%+26.7pp | 69.1%+30.4pp | 71.6%+27.8pp |
| Annual return | 22.18% | 16.48%+5.7pp | 359.55%-337.4pp | 17.66%+4.5pp |
| Employer contribution / active EE | $13,212 | $3,167+317.2% | $2,685+392.1% | $3,262+305.0% |
| Participant deferral / active EE | $11,216 | $4,842+131.6% | $4,255+163.6% | $5,331+110.4% |
| Admin fee / account holder | -$14 | $87-116.4% | $6,467-100.2% | $109-113.1% |