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 | -$7,098 |
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 | $97,263 | $112,686-13.7% | $169,993-42.8% | $80,160+21.3% |
| Participation rate | 97.4% | 87.4%+10.1pp | 87.0%+10.4pp | 72.9%+24.5pp |
| Annual return | 20.82% | 67.04%-46.2pp | 53.37%-32.6pp | 40.38%-19.6pp |
| Employer contribution / active EE | $5,594 | $4,481+24.8% | $6,785-17.6% | $2,978+87.9% |
| Participant deferral / active EE | $4,910 | $7,876-37.7% | $10,408-52.8% | $5,017-2.1% |
| Admin fee / account holder | -$5 | $99-105.0% | $12,815-100.0% | $145-103.4% |