Filed July 19, 2022
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 | $4,375 |
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 | $87,145 | $60,545+43.9% | $92,233-5.5% | $69,631+25.2% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.5%+14.8pp | 70.7%+20.6pp |
| Annual return | 18.46% | 19.71%-1.3pp | 176.28%-157.8pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $4,082 | $2,633+55.0% | $3,679+11.0% | $2,032+100.9% |
| Participant deferral / active EE | $4,016 | $2,828+42.0% | $3,897+3.1% | $3,224+24.6% |
| Admin fee / account holder | $15 | $145-89.8% | $5,194-99.7% | $110-86.6% |