Filed November 27, 2019 (most recent of 7 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 | $48,542 |
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 | $49,919 | $75,760-34.1% | $123,104-59.4% | $59,188-15.7% |
| Participation rate | 98.3% | 86.0%+12.2pp | 86.8%+11.5pp | 69.4%+28.8pp |
| Annual return | 1.27% | 2.93%-1.7pp | 13.22%-11.9pp | 5.51%-4.2pp |
| Employer contribution / active EE | $3,810 | $3,415+11.6% | $5,151-26.0% | $2,098+81.6% |
| Participant deferral / active EE | $3,127 | $5,000-37.5% | $6,230-49.8% | $3,265-4.2% |
| Admin fee / account holder | $27 | $61-56.3% | $9,015-99.7% | $92-71.2% |